About Bradley D Thomas
Brad Thomas is a dedicated Executive Director with a rich 40 plus year history in financial services, ensuring that your financial future is in experienced hands. Since joining Morgan Stanley in 1981, Brad has achieved the esteemed title of Senior Portfolio Management Director, a testament to his commitment to excellence.
Understanding that every client's financial journey is unique, Brad crafts tailored financial strategies aimed at wealth preservation, growth, and ensuring a comfortable retirement. He doesn't just manage your assets; he aligns your financial plan with your aspirations, challenges, and core values. Whether you're navigating wealth management, planning for retirement, considering a 401(K) rollover, or seeking experienced advice on asset and cash management. Brad is an excellent resource.
A proud alumnus of Purdue University, Brad holds a Bachelor of Science in Management Accounting, Finance, and Marketing. Beyond his professional accolades, he's deeply rooted in the Dallas, Texas community, where he resides with his loving wife, Kim.
Together, they formed a cause close to their hearts: The Thomas Foundation Second Chance Horse Rescue. This foundation reflects their shared commitment to giving back, by rescuing and rehabilitating horses at risk. Outside of his professional and philanthropic endeavors, Brad enjoys Indy car racing, working out at the gym, seeing a Broadway musical, and watching football as a loyal Dallas Cowboys supporter. But above all, he cherishes moments spent with family and values the connections he makes within his community. When you work with Brad, you're not just gaining a financial advisor; you're working with someone who genuinely cares about your future and the community at large.
Securities Agent: TX, NC, HI, KS, IL, CT, NV, MS, IN, MI, GA, AR, WI, UT, OR, ND, FL, CO, NY, AZ, OH, WV, VA, NJ, MD, LA, AL, SD, SC, MO, ID, TN, KY, OK, NM, MN, MA, DE, CA, WA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1398803