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Tim Thomas
COO
Tim Thomas is Members’ Wealth key Operator, keeping the engine moving forward and safely on the tracks. With over 30 years of experience in the investment industry, his experiences have also prepared him for an advisory role where he will be a key part of the client advisory team servicing clients.
Prior to this position, he worked in a variety of roles including consultant to the Bank of New York's investment platforms, branch manager and Director of Service and Operations at Lockwood Financial, and as a specialist clerk on the New York Stock Exchange.
In recent years, Tim started and operated an RIA, consulted to other RIAs and has worked as a financial coach and consultant on financial strategy for small companies and nonprofits. We could not have gotten Members’ Wealth off the ground without his contribution. Thanks Tim.