Roger Thomas, AI F, MBA
About Roger Thomas, AI F, MBA
Roger K. Thomas - Chief Wealth Officer
Roger K. Thomas holds the position of Chief Wealth Officer, leveraging his extensive background in banking and wealth management to guide his leadership role. His two-decade-long career integrates a solid foundation of financial expertise with a strategic approach to wealth management. Thomas's extensive experience is well-suited to address the complexities of wealth administration and employee benefits management.
Roger K. Thomas Education and Certifications
Roger K. Thomas is equipped with a degree in Trust and Investment Management, complemented by a minor in Financial Planning from Campbell University. He furthered his education by earning a Master in Business Administration (MBA) from the same institution. His professional qualifications include an AIF certification from fi360/Cannon Financial Institute and a North Carolina Life and Health Insurance License, underscoring his commitment to industry standards and continued professional development.
Roger K. Thomas Banking and Wealth Management Expertise
Roger K. Thomas brings twenty years of banking experience, with sixteen years dedicated to wealth management. His areas of expertise cover investment management, personal tax, tax planning, estate planning, and the administration of employee benefit accounts, particularly 401k plans. These skill sets equip him to manage complex financial portfolios and provide strategic financial advice.
Roger K. Thomas Background in Relationship Management
Throughout his career, Roger K. Thomas has served as a Relationship Manager and Employee Benefits Officer. These roles have honed his ability to manage client relationships and navigate the intricacies of employee benefit accounts. His experience in these areas has been instrumental in developing comprehensive wealth management strategies that cater to diverse client needs.