Private Wealth Management

Wayne Thomas

Vice President

Direct: (601) 605-5662

Philosophy & Approach

Wayne has more than 35 years of experience consulting with clients in all aspects of their wealth management needs, helping clients create plans for both their present and future goals, whether planning for retirement, saving for future generations’ education, or growing and protecting wealth for transfer.  He joined Stephens in 2009. According to Wayne, “Through well-thought-out planning and investing, I work closely with clients to empower them to make the right decisions for their lifestyle. It all comes down to having an actionable plan and achievable goals.” 

Summer Bridges, a registered sales assistant, supports Wayne. With more than 15 years of administrative experience, Summer seeks to offers a high-touch level of client service. 

Experience & Education

Prior to Stephens, Wayne was a financial advisor and Vice President at Morgan Keegan & Company, Inc., later to become a part of ‎Raymond James & Associates, Inc. and a financial advisor and Vice President/Limited Partner at J. C. Bradford & Co. and its successor, UBS Financial Services Inc.

Wayne received a Bachelor in Business Administration in Banking and Finance from the University of Mississippi. Additionally, he completed Stephens University, an advanced wealth management program offered through Wake Forest University.

Personal

Born in Baltimore, Maryland, Wayne made Mississippi his home in 1962. He has previously served on the Board of Trustees of the Mississippi Kidney Foundation, where he also served as president for two terms. He also volunteers for the Center Players Community Theater, and previously served two terms on the Board, once as president.

Wayne and his wife have two children. He has a passion for the theater; to date he has performed in over twenty-five productions. He also enjoys cycling, photography, and writing. 


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

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