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Ricardo D. Thomas, ChFEBC, RFC®

About Our Company

THOMAS-WADDELL & Associates seeks to provide its clients effective asset management that is essential to their financial success. In this day and age of computer information systems, global markets, and a vast number of investment alternatives, it is easy for investors to become overwhelmed in an attempt to make prudent investment choices. 

Since its inception in 1987, THOMAS-WADDELL & Associates recognized that today's investors require sophisticated planning and innovative financial strategies to achieve their financial goals and effectively fulfill their needs in today's changing environment. 

OBJECTIVE
We at THOMAS-WADDELL & Associates have created a range of high-quality financial management services for individual clients. THOMAS-WADDELL & Associates is dedicated to helping you accomplish your financial goals.
Advisory Team
Ricardo D. Thomas is a graduate of Loyola University where he earned a Bachelors of Business Administration degree in Finance. He is a Registered Financial Consultant, Chartered Federal Employee Benefit Consultant, Diplomate of the American Board of Forensic Examiners and is a Fellow of the American College of Forensic Examiners. He also holds the Accredited Financial Counselor designation received through the Institute of Personal Finance at the University of Maryland.

He has been a practicing financial consultant for over 30 years. He is a former instructor at Delgado Community College where he taught for 10 years several financial-related courses he developed. He also taught at the University of New Orleans as a part of their Project Pass program. His work in the area of personal finance has been featured in the Times-Picayune, New Orleans CityBusiness, New Orleans Tribune, Barnes & Noble bookstore as well as other publications across the country.

Mr. Thomas is also a member of several professional organizations including the International Association of Registered Financial Consultants. Active in the community, he is a board member for Goodwill Industries of Southeastern Louisiana and the Urban League of Greater New Orleans.

Over the years, he has made numerous presentations on radio, television, and newspaper pertaining to a variety of fnancial topics. He is also the recipient of many awards including "Outstanding Young Men in America", "Who's Who among U.S. Executives", "Who's Who in Finance and Industry", the "2001 Power Generation Award" and the "2013 and 2014 5-Star Professional in Financial Planning Award".


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DISCLOSURE

INVEST Financial Corporation, member  FINRA / SIPCand its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with THOMAS-WADDELL & Associates.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

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2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. *Investment Advisory Services and Securities are offered through INVEST Financial Corp (INVEST) member FINRA,SIPC and Registered Investment Advisor   



This communication is strictly intended for individuals residing in the state(s) of CA, FL, GA, LA, MD, MS, NM, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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