Meet The Team
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Scott M. Thomas CFP®, AIF® Scott Thomas has over 30 years in the financial services industry and is Vice President of SCOTT Private Wealth Group. A 1987 graduate of the University of North Carolina at Greensboro, Scott holds degrees in Finance and Economics. In addition, he has obtained the designation of CFP®, Certified Financial Planner, from the College for Financial Planning. He also holds the designation of AIF®, Accredited Investment Fiduciary. Active in the financial planning industry and his community, Scott is a member of the Financial Services Institute and has served on various local non-profit boards including Goodwill Industries, the YMCA and Young Life. Scott is an avid road and mountain biker and outdoor enthusiast. He enjoys family activities and loves spending time with Barbara, his wife of 34 years, their three daughters and granddaughter. Scott and Barbara make their home in Greensboro, NC. Scott is a Registered Principal and an Investment Advisor Representative with Cetera Advisors LLC. Cetera is under separate ownership from any other named entity. |
Karmen Richards Fross Karmen manages our client services team and brings over 30 years of financial services experience to our staff. Karmen is responsible for client services, trading activity, assisting in our investment management process and making our clients feel like family. |