Thad is a founding partner of Independent Financial Partners, and is currently the acting Branch Manager of our Raymond James Financial Services, Inc. branch in Ocala, Florida. Raymond James Financial Services, Inc. is a nationally recognized investment services company which is a member of the FINRA/SIPC and its parent company-Raymond James Financial, Inc. is traded on the New York Stock Exchange. (Symbol RJF)
Thad received his Bachelors in Economics and Statistics from Baylor University, and his Masters of Business Administration from Drury University in Springfield, Missouri.
First securities licensed in 1985, Thad has been advising clients about investments and financial planning for 32 years. He has extensive securities industry experience with Merrill Lynch, Barnett Securities, and PaineWebber, Inc.
Working closely with his partners and staff, Thad addresses the multifaceted complexity of the financial and estate planning process. He also has a network of *attorneys and CPAs that are ready to assist clients in investment planning, estate issues, tax preparation and other financial matters.
Thad and his wife, Laurie, live on a small farm in Ocala. They have two grown children. Thad spends his spare time actively involved in his local church and community activities.
*Services mentioned are not services offered by Raymond James Financial Services, Inc.