Joe Thomas, CFP®, Medical Client Advisor

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Joe Thomas, CFP®, Medical Client Advisor
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1155 Peachtree Street,

Atlanta, GA 30309

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About

Joe Thomas, a Certified Financial PlannerTM (CFP®), is a Senior Vice President and Client Advisor with SunTrust Private Wealth Management, Medical Specialty Group. He offers clients more than 18 years of comprehensive wealth management experience, the last 11 years being at SunTrust. At SunTrust, Joe is a member of a team of wealth management professionals who serve a select group of physicians and medical professionals. He has lived in Atlanta, Georgia for more than 40 years and is originally from Miami, Florida. Joe has previously served on the Wellstar Hospital Foundation board and is active in other civic and non-profit organizations.

Joe holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Joe takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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