Suggestions
Gordon Thomas, CFP®
Financial Advisor at Grimes & Company
Gordon Thomas is a Certified Financial Planner (CFP®) at Grimes & Company, Inc., located in Westborough, Massachusetts. He holds a Bachelor of Arts degree in Economics from Wheaton College in Norton, MA. Before joining Grimes & Company, he gained experience working at Fidelity Investments in various roles.23
In his current position, Thomas focuses on providing personalized financial planning and wealth management services to help clients navigate their financial futures. His expertise includes portfolio management and financial strategy development tailored to individual client needs.12
Thomas has been recognized for his commitment to helping clients achieve their financial goals and has passed several professional exams, including the Series 63 and Series 66.4 His LinkedIn profile indicates an active engagement in sharing insights related to financial planning and market trends.35
