
Norman ThomasNorman ThomasManaging DirectorWealth Partner
Awards and Industry Recognition



Barron's
Forbes
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

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Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
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November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
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November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
