Richard J. Thomas, CFP®, ChFC

Richard J. Thomas, CFP®, ChFC

CERTIFIED FINANCIAL PLANNER™ practitioner

Risk Management Director

Phone: 302-658-3808
Fax: 302-658-5335
E-mail:

Rick is a Dean's List graduate of Susquehanna University who earned his CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) designation in 1993 and his Chartered Financial Consultant (ChFC) designation in 1999. Rick is a registered representative and investment advisor representative with First Allied Securities, Inc. and has earned multiple registrations. He is also currently certified by the Financial Planning Association, the National Association of Insurance & Financial Advisors and a local board member for the Society of Financial Service Professionals. Rick is a deacon for Westminster Presbyterian Church, an Eagle Scout and a Dale Carnegie graduate. Rick has served as a loaned executive for the United Way of Delaware and in 2001 was recognized by the New Castle County Chamber of Commerce as Ambassador of the Year. Rick, his wife Sally, daughter Anna and twins Owen and Elizabeth live in Wilmington and enjoy cultural arts, nature and travel.

Rick's CV