Todd M. Thomas CPA, CFP®
Todd Thomas is a Financial Services Professional with experience in engineering high performance growth stock portfolios and risk management, as well as providing comprehensive wealth management services to affluent business owners and families.
Todd graduated Cum laude from Alfred University in New York in 1992, where he received his Bachelor of Science degree in Accounting and Business Administration. His career began at KPMG Peat Marwick in Rochester, New York, where he was hired as an auditor and conducted individual and corporate tax services. Two years later, Todd put his skills to use in a different arena. He moved to West Palm Beach, Florida to work for Olde Discount Brokers, learning the ins and outs of the stock broker profession. Shortly after joining, he became a managing broker, where he was responsible for leading a team of five brokers in the management of $25 million in assets. To further advance his financial career, he joined Tradestation Securities Inc. where he was the Head of Institutional Sales and focused in the management of high net-worth clients using short term strategies. In April of 2000, Todd ventured out on his own and co-founded the Quartz Fund, LP, an equity based trading hedge fund that he co-managed and successfully produced positive returns during the “lost decade”. Not long after the creation of the Quartz Fund, he also co-founded B&T Securities, Inc. where he was responsible for oversight of the firm’s regulatory, financial, and operational structure. Todd Joined Lawless, Edwards & Warren in 2013 as an advisor and has since helped the firm diversify its wealth management services by leading the development of the Concentrated Leaders Program, a unique platform focusing in building high performance growth stock portfolios.
Todd Currently resides and is an active member in the Boca Raton community with his wife Meg and three children Todd Jr., Shane, and Lauren. His involvement includes prior affiliation with the Delray Beach Chamber of Commerce, a current member in the Boca Raton Rotary Club, and he is an active football coach at East Boca Tackle. Todd enjoys spending his leisure time with his family and loves to scuba dive, deep sea fish, bike and exercise.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.