Jack E. Thomas, Managing Director and Partner at Hightower, brings over 30 years of experience in the financial services industry to the group. His preferred areas of focus include financial planning and creating custom-tailored portfolio strategies with clients and prospects to help grow and protect their portfolios. Jack strives to understand each client’s specific needs and seeks a thorough understanding of each client’s tolerance for risk. Jack’s planning process enables him to work with clients and other advisors, including CPAs and Estate Planning attorneys. Ultimately, the goal is to meet every client’s needs while making their financial lives simpler through financial planning.
Jack spent the first 20 years of his career serving families and small businesses as a Senior Vice President of Wealth Management and Portfolio Manager at Merrill Lynch. In 2014, Jack and his partner, Trevor Swartz, joined Hightower, founding Thomas and Swartz Wealth Management, and continue to build upon providing customized client planning and investment solutions.
Jack’s investment strategy is designed to help conservatively grow and protect wealth. He also strives to generate investment income that can be used to supplement retirement income. Additionally, Jack also provides advice regarding 401(k) account management and service for clients who are not yet retired.
Jack is a native Floridian. He attended George Washington University on a full athletic scholarship where he swam for four years as a varsity letter winner and team captain. After graduating with a degree in Finance, he returned to his home of Fort Myers to begin his career at Merrill Lynch. Jack is married to Kellie Ann and has three children: two daughters and one son. An avid fisherman, Jack enjoys time on the water with family and friends.
jthomas@hightoweradvisors.com
office (239) 215-6060 | direct (239) 215-6061