Awards and Industry Recognition
Norman Thomas is an Executive Director and Wealth Partner with 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 Bachelor's Degree in Political Science from the University of Florida.