Bringing Confidence to your Investment Planning

Thomas has been a trusted advisor in the financial services industry since 2011. He has been guiding clients by taking a holistic approach to both investment advice and investment planning. As a Wealth Manager who holds the CERTIFIED FINANCIAL PLANNER® certification, Thomas works with high-net-worth families and individuals to customize portfolios by using strategies that are active, yet practical and tailored to the specific needs of each client. Thomas truly believes in open architecture and active management.

Thomas is the Managing Partner of Magnet Capital Advisors. Before founding Magnet Capital Advisors of Sullivan & Associates Wealth Management, Thomas was First Vice President of Quillion Wealth Management. Prior to being an advisor in the financial services industry, he was Vice President at CNL Securities where he educated financial professionals on the complexities of Private Credit and Real Estate Investment Trusts. Realizing that his true passion was educating investors and working with people, Thomas joined Ameriprise Financial as a financial advisor in 2014. Thomas has been a Five Star Wealth Manager since 2021 - 2026. Thomas currently holds the Series 7, 63, and 65 securities registrations and Maryland Life and Health Insurance License.

Thomas graduated from the College of Charleston with a degree in Corporate Communications and a minor in Business Administration. He served as President of the Interfraternity Council and was inducted to the College’s Hall of Leaders. Thomas, an avid golf and tennis player, lives in Naples, Florida with his wife Allison, son Holden, daughters Harper, Hayes and their chocolate lab, Halsey. He spends time in Easton, MD.

Awards

The Five Star Wealth Manager award was issued on 1/1/26  by Five Star Professional (FSP) for the time period 4/10/25 through 10/01/25. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2446  Baltimore wealth managers were considered for the award; 217 or 11%  percent of candidates were named 2026 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

 

This award was issued on 01/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025.

This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024.

This award was issued on 01/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023.

Award issued on 1/1/23 by Five Star Professional (FSP) for the time period 4/10/22 through 10/31/22.

Award issued on 1/1/22 by Five Star Professional (FSP) for the time period 4/10/21 through 10/31/21.

Award issued on 1/1/21 by Five Star Professional (FSP) for the time period 4/10/20 through 10/31/20.