- Firm: The Liberty Group, LLC
- Job Title: Managing Principal/Sr. Financial Advisor
- Certifications: CFP®, CIMA®, and CTFA
Will Thomas is the principal and senior financial advisor with Kapital Asset Management, DBA The Liberty Group, LLC in Washington, DC. Within the financial planning industry, Will has obtained designations as a CFP (Certified Financial Planner), CIMA (Certified Investment Management Analyst) and CTFA (Certified Trust & Financial Advisor). He also holds a bachelor’s degree from Fayetteville State University in Mathematics and Economics. Prior to joining the Liberty Group, Will worked with Wells Fargo Advisors (2013-2016) and Merrill Lynch (2009-2013).
As the managing partner of the DC Liberty Group Office, Will believes his firm to be “small enough to care, but large enough to inspire.” And as an advisor, Will gives great care to the individuality of his clients, their goals and objectives; while looking to inspire them to live their lives by design, not by default.
Will’s experience in the financial markets include the banking, mortgage, insurance, and capital markets. As a financial advisor, Will believes that having a well-rounded, in-depth knowledge of all the major line items affecting a client’s balance sheet is key to offering sound financial planning and consulting on a holistic level. His ultimate goal for his clients to help them understand that true financial planning is an individualized, ongoing process affected by many small and large financial decisions.
Will understands the Financial Services landscape continues to evolve as new technology, new regulations, and new demands from his clients force advisors to have a well-rounded skill set complete with more than an understanding of one market or one product. By embracing these changes, he continues to create awareness with his clients about the many benefits of deliberate financial planning, which studies have shown to reduce anxiety, simplify, and organize objectives along with saving/making more money.
Will received his BS in mathematics and finance from Fayetteville State University.
Quote from Will Thomas
“With more than 17 years of experience in the financial services industry, Will Thomas seeks to motivate his clients into making informed decisions through knowledge, communication, and service that exceeds their expectations.”