Rob Thomas, Financial Advisor located in St Augustine, FL

Financial Advisor
Rob Thomas

CFP®, SE-AWMA®
1301 Plantation Island Dr S, Suite 105 A, St Augustine, FL 32080opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Sports Enthusiast
  • Pets

Team Members

  • Emily Arthur
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(904) 506-4113

Fax

(844) 832-0711

Office Address

1301 Plantation Island Dr S
Suite 105 A
St Augustine, FL 32080opens in a new window

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