Jeff Thomas

Jeff Thomas, Founder & CEO, Archetype Wealth Partners
ROI Podcast Episode 139

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Jeff Thomas is Founder and CEO of Archetype Wealth Partners. He was named to Morgan Stanley’s Chairman’s Club in 2008, recognized within the top 2% of all advisors globally.  From 2009 to 2013, Barron’s magazine recognized him as “One of Texas’ Top Financial Advisors.” 

After 25 years of working at some of the biggest names on Wall Street, Jeff founded Archetype Wealth Partners, a pure fiduciary platform designed to help clients thrive across generations by connecting their money with their purpose. 

From advisors who are wired for more, to high-capacity business owners, Jeff is passionate about fueling leaders for greater impact. Jeff is the author of Trading Up: Moving from Success to Significance on Wall Street.

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