Business Information
ALLEN THOMAS FINANCIAL ADVISOR Since 1992, Allen Thomas has strived for excellence when providing clients with custom-tailored wealth management solutions. Allen is known for his strategies focused on retirement income plans for individuals, estate and inheritance preservation planning, and small- to medium-sized company retirement plans. A native of Florida, Allen attended the Jones College of Automation in Jacksonville and worked for several Fortune 500 companies, including Unisys Corp. and Johnson Controls, in systems engineering and project management roles. Allen’s financial services career began with Prudential Financial Services and has included management roles with several prominent firms, including Investors Capital and Brookstone Securities. Allen and his wife, Kathy, an RN, reside in Winter Haven, Florida and are actively involved in their church and several local charities. Allen’s achievements and affiliations include: FINRA Series 66 registration (Investment Advisor Representative) Life, Health, Property/Casualty Insurance, and Variable Annuities Licenses Member Polk County Republican Executive & Finance Committees Member Polk County “CERT” Community Emergency Response Team Member Zephyrhills Chamber of Commerce Forbes BrandVoice Contributor

Opening Times

Sunday

Closed

Monday

09:00am - 06:00pm

Tuesday

09:00am - 06:00pm

Wednesday

09:00am - 06:00pm

Thursday

09:00am - 06:00pm

Friday

09:00am - 06:00pm

Saturday

09:00am - 06:00pm

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