Thomas A. Munoz
Associate Financial Life Advisor
Thomas joined the Telemus team at the end of 2019 as an Associate Financial Life Advisor. In this role, Thomas seeks to develop investment, insurance, and planning solutions that are as unique as each respective client. Additionally, he assists in account analysis, reporting, and portfolio construction for his respective teams. Thomas helps develop and construct in-depth financial plans for high net worth individuals, business owners, and families.
Thomas is a 2018 graduate of Central Michigan University where he majored in Personal Financial Planning. He has since earned his Series 7 and 66 licenses and additionally, his Life Accident and Health and Variable Life and Annuities insurance licenses. Thomas is preparing to take the Certified Financial Planner (CFP) exam in the near future. He previously worked for AXA Advisors, LLC. When he’s not at work, Thomas enjoys traveling, reading, new restaurants, golf, hockey and all things Detroit sports.
Email Address: email@example.com