Brian R. Thomas, CRPC®, MBA, is a Managing Partner and Private Wealth Advisor with OWL Private Wealth Advisors. Brian has 20 years of experience in the financial services industry. He began developing his financial strategies and growing his advisory practice at the Wall Street firms of Merrill Lynch and UBS Financial Services.
After nearly 10 years with the big firms, Brian established THOMAS Comprehensive Financial Consulting (THOMAS CFC) in April 2009 because he wanted to create customized and comprehensive solutions for his clients. For over 10 years, Brian successfully managed THOMAS CFC as both Principal and Financial Advisor. In January 2020, Brian Thomas 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 his work in financial services, Brian completed his Masters of Business Administration (MBA) at the University of Notre Dame, Mendoza College of Business in May 2000. And before graduate school, Brian spent 7 years working as an engineer and project manager in the automotive industry, during which time he completed his Bachelor of Science Degree in Mechanical Engineering from GMI Engineering & Management Institute (now Kettering University). He continues to use his engineering analytical skills and his project management expertise to offer an organized approach to managing his clients’ relationships as well as their portfolios.
Brian lives in Bloomfield, MI, with his wife, Maral, and daughter, Olivia. He is active in the community having participated in events to benefit research for Breast Cancer, Juvenile Diabetes, and the American Heart Association; he also built houses with Habitat for Humanity. He is 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
Registered States: AZ, CA, CT, FL, GA, IL, IN, MA, MI, MO, MT, NV, NY, OH, PA, TN, TX, WI