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Brian R. Thomas, CRPC® MBA

Brian R. Thomas, CRPC® MBA

Managing Partner | Private Wealth Advisor

I am a Managing Partner and Private Wealth Advisor with OWL Private Wealth Advisors and have 20+ years of experience in the financial services industry. I began developing my financial strategies and growing my advisory practice at the Wall Street firms of Merrill Lynch and UBS Financial Services.

After nearly 10 years with the big firms, I established THOMAS Comprehensive Financial Consulting (THOMAS CFC) in April 2009 because I wanted to create customized and comprehensive solutions for my clients. For over 10 years, I successfully managed THOMAS CFC as both Principal and Financial Advisor. In January 2020, myself and Jeff Smith formed OWL Private Wealth Advisors to create a firm with greater emphasis on leading technology and client-focused goals-based planning.

Prior to my work in financial services, I completed my Masters of Business Administration (MBA) at the University of Notre Dame, Mendoza College of Business in May 2000. And before graduate school, I spent 7 years working as an engineer and project manager in the automotive industry, during which time I completed my Bachelor of Science Degree in Mechanical Engineering from GMI Engineering & Management Institute (now Kettering University).  I continue to use the engineering analytical skills and  project management expertise to offer an organized approach to managing my clients’ relationships as well as their portfolios.

I live in Bloomfield, MI, with my wife, Maral, and daughter, Olivia. I am active in the community having participated in events to benefit research for Breast Cancer, Juvenile Diabetes, and the American Heart Association; I have also built houses with Habitat for Humanity.  I am a member of the De La Salle Collegiate High School Alumni Association.

 Series 66, Investment Advisor Representative & Uniform Securities State Agent
 Series 7, General Securities Representative
 Life, Heath and Variable Annuity Insurance Licenses

The study program includes training in making a comprehensive assessment of an individual's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.

 Registered States:  CA, CT, FL, GA, IN, MA, MI, MO, MT, NJ, NY, OH, PA, SC,TX, WI