Norman ThomasNorman Thomas
Managing Director
Wealth Partner

"Quality service is a critical component of my philosophy and I strive to go above and beyond, delivering a highly attentive and holistic experience."

Awards and Industry Recognition

Barron's

Top 50 Private Wealth Management Teams
2020
Top 250 Private Wealth Management Teams
2025 • 2024

Forbes

America’s Top Wealth Management Teams
2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023

About Norman

Norman Thomas is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Together with Colleen O'Callaghan, Norm leads a group that brings comprehensive wealth management planning services to a select group of ultra-high-net-worth individuals and families. He takes a personalized approach with his clients, discovering their financial needs, goals and objectives then customizing strategies to help pursue them.

Quality service is a critical component of Norm's philosophy and he strives to go above and beyond, delivering a highly attentive and holistic experience. Drawing upon the vast resources of J.P. Morgan, he has access to a robust platform including banking and lending, investment management, and wealth and estate planning to address every essential area of his clients' financial picture. Additionally, Norm seamlessly works alongside his clients' trusted professional advisors to integrate legal, estate and tax-planning considerations.

With more than 30 years in the financial services industry, Norm has developed a well-respected reputation which enables him to build and maintain long-lasting relationships. Prior to joining J.P. Morgan, he and the team were at Morgan Stanley. Norm began his career at SunTrust Equitable Services in their wealth management division and later joined Lehman Brothers Private Investment Management, where he helped develop one of the largest private wealth management practices at the firm.

Norm holds a B.S. in Political Science from the University of Florida.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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