Judy Thomas, RICP®

Experience

• 

  Wells Fargo Advisors

  Aug 2006 - now

  I have met the stringent criteria and completed the necessary training required to earn the firm's " Fundamental Choice Portfolio Manager" designation. Wells Fargo Advisors' Fundamental Choice program provides quality portfolio management experience and personal service that was once available only to high net-worth clients.* Asset allocation and securities selection will be determined by me in conjunction with your investment objective. Only a select group of Financial Advisors have earned this special designation that is a reflection of experience and concern for the needs of their clients. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.*The Fundamental Choice Program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors' advisory disclosure document for a description of our services and information on all fees and expenses. The minimum account size for this program is $50,000. Show less

  • Branch Manager, Senior Vice President- Investment Officer

    Aug 2006 - now

  • First Vice President Investments/Assistant Branch Manager; Fundemantal Choice Portfolio Manager

    Aug 2006 - Aug 2022