John Thomas, CFA, CFP®

Wealth Management Advisor

Greensboro, NC | 336-230-1811

Overview

John is a Vice President 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; 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



About Me

My wife Jennifer and I are raising three rapidly growing children. I am active in my church and a dedicated distance runner, having completed numerous marathons including Chicago, New York, LA, Miami, Pike’s Peak, Greece (the original course) and the Boston Marathon three times.