John Thomas, CFA, CFP®

Managing Partner, Sr. Wealth Management Advisor

Greensboro, NC | 336-230-1811

Overview

John is a managing partner at SFG with deep financial analysis and planning experience including: valuing 50 private companies while employed by a regional accounting firm; representing Wachovia (now Wells Fargo) Bank to buy and sell-side Wall Street analysts; evaluating expected returns on capital investments and implementing projects for Wachovia’s Wealth Management division; and leading process reengineering and financial analysis projects for a top-15 property and casualty insurance company. He joined the company in 2005.

Education

BA – Economics and Foreign Affairs, University of Virginia

MBA – Loyola University Maryland, Sellinger School of Business

Credentials & Professional Associations

• Chartered Financial Analyst (CFA) Charterholder

• CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner

• Member of the Family Wealth Advisors Council, an invitation-only study group of prominent fee-only wealth management firms based around the U.S.

• Member of the CFA Institute and the North Carolina Society of Financial Analysts

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Community Service

• Finance and Investment Committee, United Way of Greater Greensboro

• Board of Directors, Finance and Investment Committee, Noble Academy

• Volunteer, Junior Achievement of Central North Carolina