Skip to main content

Valor Private Wealth LLC

Greensboro
(336) 338-7542
Asheville
(828) 595-4045

[vpw@lpl.com]
  • Client Login 
  • Open Account 

Valor Private Wealth LLC

  • Home
  • About 
    • Meet The Team
    • Our Philosophy
    • Our Process – the v3 formula
    • Our Broker Dealer LPL Financial
  • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Resources 
    • Blog
    • Useful Websites
    • Calculator Library
  • Research
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
  • Contact

    You are here

  1. Home
  2. About

About


Stephen Thomas

Private Wealth Advisor

(828) 595-4045
(888) 890-8059
stephen.thomas@lpl.com

View Stephen Thomas's profile on LinkedIn

As an LPL Wealth Advisor, Stephen has over 7 years of experience in the financial services industry. He holds a series 7 and 66 securities registration with LPL Financial along with life insurance and long term care insurance licenses. Focusing on business owners and individuals in all stages of retirement, he specializes in creating financial plans that help manage his clients’ financial goals and needs. He offers independent, unbiased advice and meets regularly with his clients to review their needs, strategies and investments performance. Stephen proudly provides this valuable service by communicating frequently with his clients and monitoring investment performance making appropriate portfolio adjustments as changes happen in the marketplace.

Stephen attended the University of Southern Mississippi and graduated with a Bachelor of Science in Business Administration. Before he began growing relationships as a financial advisor, Stephen worked as a professional firefighter in Asheville NC. which provided him valuable life lessons. From this experience he learned how important it is to do a job thoroughly and to gain deeper perspective from a position to be more than the just the task at hand.

 


Photo of team member

Stephen M. Thomas

President, Wealth Advisor

(828) 595-4045
3363387542
(888) 890-8059
stephen.thomas@lpl.com

As an LPL Wealth Advisor, Stephen has over 10 years of experience in the financial services industry. He holds a series 7 and 66 securities registration with LPL Financial along with life insurance and long term care insurance licenses. Focusing on business owners and individuals in all stages of retirement, he specializes in creating financial plans that help manage his clients’ financial goals and needs. He offers independent, objective advice and meets regularly with his clients to review their needs, strategies and investments performance. Stephen proudly provides this valuable service by communicating frequently with his clients and monitoring investment performance making appropriate portfolio adjustments as changes happen in the marketplace.

Stephen attended the University of Southern Mississippi and graduated with a Bachelor of Science in Business Administration. Before he began growing relationships as a financial advisor, Stephen worked as a professional firefighter in Asheville NC, which provided him valuable life lessons. From this experience he learned how to lead in stressful environments. Be sure to ask Stephen about the parallels between firefighting and providing financial advice. Risk Management is at the core of both professions.

 
 
 

To Schedule a meeting with Stephen. Please select from the options below:

Natalie Swords

Client Operations Administrator and Concierge

8285954045
8888908059
natalie.vpw@lpl.com

 

Prior to joining LPL, Natalie served as a Client Relationship Specialist at The Vanguard Group, where she worked with various financial advisors and different segments of clients by providing excellent customer service and played a role in the growth of the Personal Advising Services. She is dedicated to providing a seamless experience for both the advisor and the client.

Natalie graduated from the University of Georgia with a Bachelor of Arts degree in Spanish and Criminal Justice and she has earned her FINRA Series 7 and 63 registrations which are held with LPL. She was born and raised in Georgia and she likes to travel, explore new places, and spend time with her dog, Lizzie.

Photo of team member

James Halsch

LPL Financial Advisor

336-338-7530
james.halsch@lpl.com

Tell a Friend

What's your risk number?

Find out today

What's your risk number?

Sign up for

Our latest events

Click Here

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

Asheville

  •   One Town Square Blvd., Suite 343, Asheville, North Carolina 28803
  •   (828) 595-4045

Greensboro

  •   7 Corporate Center Court, Suite B Greensboro, NC 27408
  •   (336) 338-7542

  •   stephen.thomas@lpl.com

Contact us

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.


The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, GA, KY, MN, MS, NC, NJ, OH, SC, TN, TX, VA, WI

© 2021 Valor Private Wealth LLC. All rights reserved.

Website Design For Financial Services Professionals