Gordon J. Thomas, CFP®
Gordy is a CFP® who loves to cook and try new restaurants.
Gordy enjoys working with clients to help them coordinate various components of their financial lives to ensure their assets are being utilized in an efficient way.
Gordy is a graduate of Wheaton College (Norton, MA) with a BA in Economics. Before joining Grimes & Company, Gordy worked at Fidelity Investments in several relationship management and investment guidance roles. Most recently, Gordy managed a financial planning practice with Baystate Financial as a CFP® (CERTIFIED FINANCIAL PLANNER™) practitioner.
Outside of the office, Gordy enjoys cooking and trying new restaurants with his wife, Lauren.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.