MARSHALL J. THOMAS

MARSHALL J. THOMAS

Wealth Management Advisor

Office: (206) 838-2900
E-mail:
 

LinkedIn account for Marshall Thomas


Marshall began his financial services career in 2002 with Fortune 500’s Northwestern Mutual. Focusing on investments and holistic planning he was quickly promoted to investment specialist at Northwestern Mutual Wealth Management Company. There he served as one of three investment specialists in the Puget Sound region. He left the company to join Tallus Capital Management in 2010.

Since joining Tallus his practice is primarily focused on retirement distribution income planning. Marshall is a proponent of using Alternative Investments such as REIT’s and Private Equity holdings in his client’s portfolios. With his comprehensive training in both insurance planning as well as investment strategies he enjoys “connecting the dots” for his clients by making a complex financial world, simple. Marshall holds series 6, 7, and 63 registrations with LPL Financial, a 65 registration with Financial Advocates Investment Management, as well as insurance licenses in several states.

His interests include weightlifting, gardening, and studying ancient philosophies as well as reading about future forecasting when not at the office. Marshall, his wife, and two teenage boys reside in West Seattle.