Gary Thomas, Financial Advisor located in Round Rock, TX

Financial Advisor
Gary Thomas

CFP®, CEPA®, AAMS®, CRPC™
3401 Royal Vista Blvd, Suite B-101, Round Rock, TX 78681opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Technology
  • Volunteering
  • Pickleball

Team Members

  • Lois Frazier
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(512) 255-4212

Fax

(877) 405-7454

Office Address

3401 Royal Vista Blvd
Suite B-101
Round Rock, TX 78681opens in a new window

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