J.W. Thomas II - Ameriprise Financial Advisor

J.W. Thomas II - Ameriprise Financial Advisor Private Wealth Advisor at Ameriprise Financial Services, LLC J.W. First, I take the time to understand what’s truly important to you.

Thomas II, CRPC™, APMA™, AWMA™, AAMS™, CMFC™, CMFA®
Private Wealth Advisor at Ameriprise Financial Services, LLC

Ameriprise Financial is the #1 most trusted Wealth Manager
Our clients and their goals are at the center of all we do. We are proud to be part of Ameriprise Financial, the #1 most trusted Wealth Management company according to Investor’s Business Daily. As an Ameriprise financial advis

or, I deliver personalized financial advice to help you achieve your goals, today and tomorrow. Together, we’ll document your goals, track your progress online and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected. Areas of Focus:

Retirement Income Strategies
Investment Management
Sustainable and Responsible Investing
Wealth Preservation Strategies
Retirement Planning Strategies
Charitable Giving
Estate Planning Strategies

Working Together:

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Awards & Recognition:

FIVE STAR Wealth Manager*, Baltimore Magazine 2012-2024
Ameriprise Circle of Success, 2007-2008, 2023

Professional Associations:

Financial Planning Association
Investments and Wealth Institute
Million Dollar Round Table

Designations:
CRPC™ Chartered Retirement Planning Counselor™
APMA™ Accredited Portfolio Management Advisor™
AWMA™ Accredited Wealth Management Advisor™
AAMS™ Accredited Asset Management Specialist™
CMFC™ Chartered Mutual Fund Counselor™
CMFA® Certified Military Financial Advisor®

Private Wealth Advisors:

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Disclosure:

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
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Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

When financial decisions aren’t shared, the role of guidance can become even more meaningful.Ameriprise Financial resear...
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When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

Planning independently often requires looking further ahead.Ameriprise Financial research shows that advisors help solo ...
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Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

Feeling confident today doesn’t remove the need to plan ahead.Ameriprise Financial research shows many financially solo ...
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Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
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Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
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For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
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Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/26/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

This Memorial Day, we remember those who gave their lives in service to our country.
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This Memorial Day, we remember those who gave their lives in service to our country.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
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When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Address

Annapolis, MD

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

Telephone

+14438371071

Website

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