Jonathan W. Thomas, CFP®
Financial Strategist

Jonathan Thomas

Financial Strategist

Hello!
 
As a fee-only, CERTIFIED FINANCIAL PLANNER (CFP®), it is my intention to create an experience that educates and empowers investors to make the best decisions possible. My purpose is to serve as a Personal CFO to a select group of investors and their families, to help them live remarkable lives. I do this by delivering tremendous value to clients through simplified investment portfolios that are aligned with their goals and objectives. 
 
I’m a proud graduate of The University of Pittsburgh and hold the CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining McKinley Carter, I built and managed client portfolios for a large regional bank in Pittsburgh, PA.
 
I joined McKinley Carter in 2017 because I wanted to focus on the entire Financial Planning process, not just manage client portfolios.  Being a part of a $1 Billion Registered Investment Advisory firm has given me the tools and resources necessary to deliver tremendous value for clients while doing it the right way. We stress the importance of a process: Identify the Goals, Devise a Plan, Execute the Strategy.
 
Aside from being a Financial Advisor, I am an active member on the firm’s Investment Strategy Committee with a focus on educating investors by making the complicated simple.  I also lead our Advisory team on best practices using our Financial Planning Software. 
 
You might find me running around town with my wife Stephanie and our newborn son Jack. I also enjoy golf and paddle tennis, as well as volunteering in the community as a member of The Rotary Club of Pittsford. 

Community Involvement

The Rotary Club of Pittsford