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Marshall J. Thomas

Marshall J. Thomas

Wealth Management Advisor

Marshall began his financial services career in 2002 with Fortune 500’s “World’s Most Admired” Insurance company, Northwestern Mutual. With a focus on investments and holistic planning he was quickly promoted as one of three investment specialists of the Northwestern Mutual Wealth Management Company serving the Puget Sound region. With his comprehensive training in both insurance as well as investment strategies he enjoys, as he says “connecting the dots” for his clients and making a complex financial world, simple. Since joining Tallus in 2010 he currently specializes in providing tactical allocations and income strategies for his clients. Marshall holds series 6, 7, and 63 registrations with LPL Financial, 65 registration with Financial Advocates Investment Management, as well as insurance licenses. Marshall is a lifelong resident of Seattle, an identical twin, and the proud parent of his two young sons Harrison and Hudson.