Stuart Thomas

Stuart Thomas was born in Stamford, Connecticut, and now calls Charlotte, North Carolina, home. After earning a B.S. in Finance from Sacred Heart University, Stuart began his career in a different field—serving as an Enlisted Active Duty Intelligence Analyst in the United States Army. His military service was a formative experience, and after completing his service, he pursued his college degree and transitioned into the financial services industry.

Stuart’s journey to Consolidated Planning was built on professional connections made through other professionals in the industry. What drew him to CP was the firm’s client-focused philosophy and its ability to help its advisors and financial representatives truly make an impact. Stuart felt that the culture and support at CP would allow him to best serve the clients he cares about while continuing to grow both professionally and personally.

At CP, Stuart works with small business owners, young professionals starting families, and current and former military members—clients who, like himself, are looking to take control of their financial future. Stuart’s mission as an advisor is to help his clients feel at peace and excited about their futures. His approach is rooted in understanding clients’ dreams and helping them build the path toward achieving those dreams.

Outside of his professional life, Stuart remains highly active, maintaining a lifestyle of physical fitness that he developed growing up. He enjoys reading and watching anything related to history, philosophy, and sci-fi or fantasy. A fun fact about Stuart is that he played lacrosse goalie and wrestled throughout his life, starting in second grade. He was also invited by a philosophy professor to join his college’s ethics debate team.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.