Philip P. Thomas

As Director of Business Development, Phil is often one of the first people you will meet at HMS. His focus is on developing and nurturing lasting relationships with current and prospective clients and their families to help them achieve Wealth Without Worry by utilizing all the services and benefits of working with a unique firm like HMS. From financial planning and the building of your nest egg to retirement income analysis and the use of hedging to protect your wealth he will help put you on the path to financial success.

Phil brings over 35 years of investment and fixed income experience to the firm.

He began his career in 1983, and spent 24 years in the capital markets arena working with several large regional bond dealers including J.C. Bradford, Vining-Sparks IBG and most recently with Robert W. Baird & Co. as First Vice President. During that time he worked with financial institutions on their fixed income investments by assisting them in managing and predicting cash flows helping to match their assets with liabilities. He transitioned into the Registered Investment Advisor space in 2007 and utilizes his years of investment and financial experience to help high net worth individuals, business owners, key executives and retirees meet their financial goals and needs.

From a military household, change was a constant until Memphis became home during his high school years. Phil graduated from the University of Tennessee at Martin and has called Nashville home since 2002.

He enjoys spending time with family and as an active father and grandfather understands your desire to be able to spend more time with those that matter most to you. He and his wife enjoy travel and when he finds time he enjoys golf, fly fishing, horses and motorcycles.

• Over 35 years of investment experience
• Focus on building and managing client relationships
• Experienced in Fixed Income investments
• Worked with High Net Worth individuals and families
• Institutional investment experience