Jeff Thomas is Founder and CEO of Archetype Wealth Partners.
Jeff 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 author of Trading Up: Moving from Success to Significance on Wall Street.
view more
More Episodes
Erik Reagan, Founder & CEO, Focus Lab
2020-11-03
68
2020-11-03
68
Chris Simchick, Co-Founder & CEO, SDLC Partners
2020-10-27
75
2020-10-27
75
Robert Brown, President & CEO, American Asphalt Company
2020-10-26
82
2020-10-26
82
Tom Troy, President & CEO, CSAA Insurance Group
2020-10-13
78
2020-10-13
78
Fee Stubblefield, Founder & CEO, The Springs Living
2020-10-06
61
2020-10-06
61
David Lancashire, Co-Founder & CEO, projekt202
2020-09-29
72
2020-09-29
72
Steve Shifman, President & CEO, Michelman
2020-09-22
65
2020-09-22
65
Jonas Bordo - CEO & Co-Founder, Dwellsy
2020-09-15
60
2020-09-15
60
Julie Tupler, President & Founder, Diastasis Rehab
2020-09-08
77
2020-09-08
77
Mark Knoy, CEO, American Commercial Barge Line Inc.
2020-09-01
55
2020-09-01
55
Anu Shah, Tech Entrepreneur and CEO
2020-08-25
61
2020-08-25
61
Mark Rutledge, President, TruPay Corp.
2020-08-18
58
2020-08-18
58
Mike Grossman, CEO, Inflection
2020-08-11
96
2020-08-11
96
Michael Castagna, CEO, MannKind Corporation
2020-08-04
77
2020-08-04
77
Michael O‘Neil, CEO, GetWellNetwork
2020-07-28
52
2020-07-28
52
David Collum, CEO, The Pocket Testament League
2020-07-21
55
2020-07-21
55
Frank Frietsch, CEO, Layher North America
2020-07-14
59
2020-07-14
59
Get this podcast on your
phone, FREE
