Financial Consulting and Retirement Planning in Winter Haven, FL

Thomas Advisory Services, Inc.

“Retirement for generations to come.”

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Thomas Advisory Services, Inc.

Retirement & Financial Planners

Since 1992, Allen Thomas of Thomas Advisory Services has strived for excellence when providing clients with custom-tailored wealth management solutions. Allen is known for his strategies focused on retirement income plans for individuals, estate and inheritance preservation planning, and small- to medium-sized company retirement plans.

retirement planning

Get the best retirement plans and options laid out for you with Thomas Advisory Services. Go to our services page or get in touch with us to learn more.

Allen Thomas; Financial Advisor

About Us

ALLEN THOMAS

FINANCIAL ADVISOR

Over 30 years of experience

Allen Thomas' Experience

Since 1992, Allen Thomas has strived for excellence when providing clients with custom-tailored wealth management solutions. Allen is known for his strategies focused on retirement income plans for individuals, estate and inheritance preservation planning, and small- to medium-sized company retirement plans.

A native of Florida, Allen attended the Jones College of Automation in Jacksonville and worked for several Fortune 500 companies, including Unisys Corp. and Johnson Controls, in systems engineering and project management roles. Allen’s financial services career began with Prudential Financial Services and has included management roles with several prominent firms, including Investors Capital and Brookstone Securities.

Allen and his wife, Kathy, an RN, reside in Winter Haven, Florida, and are actively involved in their church and several local charities.

Allen’s achievements and affiliations include:

FINRA Series 66 registration (Investment Advisor Representative)
Life, Health, Property/Casualty Insurance, and Variable Annuities Licenses
Member Polk County Republican Executive & Finance Committees
Member Polk County “CERT” Community Emergency Response Team
Member Zephyrhills Chamber of Commerce
Forbes BrandVoice Contributor

Meet Marcie

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Marcie

Marcie is a licensed insurance agent and Wealth Management Solicitor. She serves as operations manager for Thomas Advisory Services, Inc. She understands Insurance products as it pertains to Retirement Planning and Wealth Accumulation. Has Solicits client accounts for the firm’s management through ClaraPHI Advisory Network, LLC Registered Investment Advisory (RIA) firm. Marcie joined Thomas Advisory Services, Inc in February of 2018 and brings years of banking and administrative experience. She enjoys life with her retired husband Bobby, her daughter (Wendy) and Son-n-Law (Keith). Marcie’s hobbies includes working in her yard around her plants & flowers, sewing with her daughter, and raising her many Dachshunds (Doxies). It’s a pleasure to have Marcie Crawford working with our firm.

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with over 30 years of experience