Jonathan Thomas, CFP,® CCFC

Jonathan is an advisor on the private wealth team. He works directly with clients to provide financial planning, investment management, and research as part of LVW’s holistic consulting approach.

Prior to joining LVW, Jonathan served as a financial planner at McKinley Carter Wealth Services, where he focused on financial planning for high net worth individuals and families, managed the firm’s Dividend Growth Portfolio, and served on the Investment Strategy Committee.​ He also worked as an investment adviser at PNC Wealth Management.

Jonathan is a proud alumnus of The University of Pittsburgh where he majored in Finance and Economics. He also earned the CERTIFIED FINANCIAL PLANNER™​ certification through Boston University and holds a Certified College Financial Consultant designation.

Outside of the office, Jonathan plays golf and platform tennis and enjoys spending time with his wife and three young children.