Rick Thomas, CLU® | Founder and Chairman Emeritus

Rick Thomas is Founder and Chairman Emeritus of Thomas Financial, which he started in 1975. He built a firm focused on estate planning and wealth transfer for high-net-worth individuals and firms as well as business continuation and executive benefits for both the public and private sectors.

Rick was a Qualifying and Life Member of the Million Dollar Round Table (MDRT) Top of the Table.^* He began his career with Protective Life Insurance Company at age 22 and qualified for MDRT after six months in the industry. In 1977, he became a Charter Member of the Top of the Table and was the youngest worldwide Charter Member to have qualified every year since inception. Rick was a member of the Association of Advanced Life Underwriting (AALU) since 1978 and was a Platinum Level Qualifier of the Legislative Circle Program, in which he participated for 22 years.

Rick often participated in speaking engagements for the insurance industry on a local and national level. Besides being a frequent speaker at M Meetings, he addressed the Million Dollar Round Table, the Top of the Table, the International Forum and local insurance associations.

Rick is a graduate of the University of Tampa, where he earned a Bachelor of Science degree in Business Administration in 1972. He retired from the business in 2021 and now enjoys spending time with is family in Tampa and North Carolina.

^*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only.For details regarding qualifications for these memberships, please visit the following website: https://www.mdrt.org/join/member-requirements/#Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.