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Norman Thomas
Quality service is a critical component of my philosophy and I strive to go above and beyond, delivering a highly-attentive and holistic experience.

Norman Thomas

Executive Director

Norman Thomas


212.272.0281

norm.thomas@jpmorgan.com

277 Park Avenue
New York, NY 10172

Awards & Recognition1

 

Barron's

Top 50 Private Wealth Management Teams

2020

About Norman

Norman Thomas is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. Together with Colleen O’ Callaghan, Norm leads a group that brings comprehensive wealth management planning services to a select group of ultra-high-net-worth individuals and families. He takes a personalized approach with his clients, discovering their financial needs, goals and objectives then customizing strategies to help pursue them.

Quality service is a critical component of Norm’s philosophy and he strives to go above and beyond, delivering a highly-attentive and holistic experience. Drawing upon the vast resources of J.P. Morgan, he has access to a robust platform including banking and lending, investment management and wealth and estate planning to address every essential area of his clients’ financial picture. Additionally, Norm seamlessly works alongside his clients’ trusted professional advisors to integrate legal, estate and tax planning considerations.

With more than 30 years in the financial services industry, Norm has developed a well-respected reputation which enables him to build and maintain long lasting relationships. Prior to joining J.P. Morgan, he and the team were at Morgan Stanley. Norm began his career at SunTrust Equitable Services in their wealth management division and later joined Lehman Brothers Private Investment Management, where he helped develop one of the largest private wealth management practices at the firm.

Norm holds a Bachelor’s Degree in Political Science from the University of Florida.

1. This is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy. Awards or rankings are not indicative of future success or results.

 

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