Thomas A. Panoplos
About Thomas A. Panoplos
Thomas A. Panoplos serves as the Managing Director at Creative Planning in Chicago, Illinois, where he has worked since 2023. He has over 30 years of experience in wealth management, specializing in tax planning, estate planning, and charitable planning.
Work at Creative Planning
Thomas A. Panoplos has been serving as the Managing Director at Creative Planning since 2023. He is based in Chicago, Illinois, where he focuses on providing wealth management services. His role involves working closely with high net worth clients to address their financial needs and goals.
Education and Expertise
Thomas A. Panoplos earned a Bachelor of Science in Accountancy from Gies College of Business at the University of Illinois Urbana-Champaign. His studies in Finance and Accounting laid the foundation for his extensive career in wealth management, tax planning, estate planning, charitable planning, and retirement plan consulting.
Background
Before joining Creative Planning, Thomas A. Panoplos worked at Mesirow Financial for 22 years, where he held the position of Managing Director and Wealth Advisor. His earlier experience includes a role as a Senior Analyst in Corporate Finance at Price Waterhouse Coopers, where he worked for four years. This diverse background has contributed to his comprehensive understanding of financial services.
Achievements
Throughout his career, Thomas A. Panoplos has developed a strong reputation in wealth management, particularly in serving high net worth clients. His expertise encompasses various areas, including tax planning, estate planning, charitable planning, and retirement plan consulting, which are critical for effective financial management.