Joe Thomas, AIF®

Joe Thomas, AIF®

Financial Advisor

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Phone: (205) 444-5588
Fax: (877) 414-3971
E-mail:
 

After graduating college with a Bachelors of Electrical Engineering in 1997, Joe Thomas started a medical software company with his college roommate. He is no stranger to hard work, as he was able to grow and then sell this business over a period of three years. Joe continued in his position with the new owners for the next six years to ensure the success of the company. He went on to develop other software companies that were eventually sold to other entrepreneurs as well.

Joe entered the financial services industry in 2006 for a new challenge. He works with small to medium sized businesses helping them maximize their benefit dollars and to offer solutions to better protect the business entity. He also provides unique solutions to address the individual financial planning needs of all employees. He is always an advocate of the client, not the Insurance or Investment Company. Specializing in benefits, he is equipped to help employees understand their benefits and better plan for the future.  Joe is most passionate about disability insurance; he believes no financial planning is complete without appropriate and holistic disability insurance planning. When you meet with Joe, one thing is for sure, you will leave feeling well informed and focused.  Joe believes the financial industry should not be about selling product, but rather about listening to clients to identify potential concerns and then working with the client to develop solutions that can address these concerns.

He is the father of twin boys and twin girls. For good measure he also has a single boy rounding off his personal basketball team. Joe is a Birmingham native and has lived here almost his entire life.

Joe is an Eagle Scout; he was the first “Pacesetter” award winner with the Principal Financial Group in Birmingham, two year “Ambassador of the Year” of the Birmingham Business Alliance and now serves as the Chairman of the Small Business Committee. He was 2010 Ambassador of the Year, 2011 Member of the Year, 2013 Board Member of the Year, 2014 Ambassador of the Year, 2015 President of the Hoover Area Chamber of Commerce. He is a 7 year Board Member of the Moss Rock Festival. He has been recognized as a Notable Networker and serves as the Birmingham Area Director for Business Networking International (BNI).

Joe is a Financial Representative with Principal Financial Group and Registered Representative and Investment Adviser Representative with Principal Securities, he hold the Accredited Investment Fiduciary (AIF®) professional designation.  He's a 5-time Qualifying Member of the Million Dollar Roundtable (MDRT), a member of the National Association of Insurance & Financial Advisors (NAIFA), and a one time member of the Principal Leaders Edge Recognition Group.  Joe is a licensed Life & Health Insurance agent, as well as Securities registered with a Series 6, 63, and 65.  He is licensed in Alabama, California, Florida, Georgia, Mississippi, Nevada, Pensylvania and Texas.


 

 
 
 AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.