Christopher E. Thomas,
CFP®, CRPC®
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Mainsail Group of Truist Investment Services, Inc.
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Mainsail Group of Truist Investment Services, Inc.
10 Franklin Rd SE
2nd Floor,
Roanoke, VA 24011-0008
About me
Background
Christopher E. Thomas is a Managing Director and Financial Advisor with The Mainsail Group of Truist Investment Services, Inc. He offers clients more than 30 years of financial services, retirement planning, and investment management experience. He specializes in complex and comprehensive investment planning for a select group of affluent individuals, families, and business owners. Chris earned his CERTIFIED FINANCIAL PLANNER® designation in 2004. As a CFP®, he has completed extensive training and experience requirements and is held to rigorous ethical standards. Chris is dedicated to helping a select group of individuals, their families, and their businesses build, manage, protect, and transition their wealth. He understands the complexities of the changing financial climate as it relates to investments; liability management and risk management (through insurance and other asset protection strategies).
Chris is a graduate of Virginia Tech and received a Bachelor of science degree in Finance. Chris is an ardent believer in advanced training and on-going professional development. He is also a Chartered Retirement Planning Counselors. Chris may be old-fashioned, but his client relationships are centered on listening to his clients - understanding their current situation, their past experiences and their goals and objectives. Then he goes to work studying, testing, analyzing and modeling solutions and strategies to help them build, manage, protect and transition their wealth. He renders his judgment with skill, care and caution. He believes his advice is objective, unbiased, and cost- balanced.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Bachelor of Science
Virginia Tech
1991
Personal Interests
Chris and his wife, Julie, are truly blessed with four children: Jackson, Caden and twins, Tatum and Tinsley. Community service is also important to Chris; he has volunteered his time and service to many non-profit boards and civic organizations over the years.
Specialties
Financial planning
Risk management
Investment planning
Estate planning
Philanthropy
Financial education
Business management and planning
Locations
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Map
10 Franklin Rd SE,
2nd Floor, Roanoke, VA 24011-0008
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
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