Allen Thomas
Since 1992, Allen Thomas has demonstrated excellence in providing clients with custom-tailored wealth management solutions. Allen is especially well-known for strategies focused on retirement in-come plans for individuals, estate and inheritance preservation planning, and small– to medium-sized company retirement plans.
A native of Florida, Allen attended the Jones College of Automation in Jacksonville, FL and worked for several Fortune 500 companies including Unisys Corp. and Johnson Controls in systems engineering and project management roles. Allen’s financial services career began with Prudential Financial Services and has included management roles with several prominent firms including, Boston-based, Investors Capital and Lakeland, FL-based Brookstone Securities. Allen and his wife, Kathy, an RN, reside in Winter Haven, Florida, and are actively involved in their church and several local charities.
Allen’s achievements and affiliations include:
• FINRA Series 66 registration (investment advisor representative)
• Life, Health, Property/Casualty Insurance and Variable Annuities Licenses
• Member Polk County "CERT" Community Emergency Response Team
A native of Florida, Allen attended the Jones College of Automation in Jacksonville, FL and worked for several Fortune 500 companies including Unisys Corp. and Johnson Controls in systems engineering and project management roles. Allen’s financial services career began with Prudential Financial Services and has included management roles with several prominent firms including, Boston-based, Investors Capital and Lakeland, FL-based Brookstone Securities. Allen and his wife, Kathy, an RN, reside in Winter Haven, Florida, and are actively involved in their church and several local charities.
Allen’s achievements and affiliations include:
• FINRA Series 66 registration (investment advisor representative)
• Life, Health, Property/Casualty Insurance and Variable Annuities Licenses
• Member Polk County "CERT" Community Emergency Response Team
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