Jeff Thomas is the founder and CEO of Archetype Wealth Partners, author of Trading Up: Moving from Success to Significance on Wall Street, and has been a C12 Member since 2018. He started out as a sole proprietor in the wealth management business in 1995. Jeff was inspired to go deeper into the planning process with clients. By putting clients’ narratives before their numbers, Jeff was able to help them uncover their values and connect their money with their purpose. In 2008, he was named to Morgan Stanley’s Chairman’s Club (top 2% of Advisors). From 2009 to 2013, Barron’s magazine recognized him as “One of Texas’ Top Financial Advisors.”
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