WILLIAM J. THOMAS III, CFA

Financial Advisor

Senior Vice President - Branch Manager

Address: 35 Centerra Parkway, SUITE 201 , Lebanon , NH 03766-1404
Phone: 603-643-8929  |  800-258-9717    Fax: 603-643-1981

My Background

My Associate(s): Dana Duellman, Client Associate

My Experience

  • 2003 - Present : Wells Fargo Advisors, First Vice President
  • 1999 - 2003 : North Castle Partners, Associate, Private Equity
  • 1996 - 1999 : Adams, Harkness - Investment Banking Associate
  • 1994 - 1996 : Putnam Investments, Marketing

My Education & Credentials

  • AB, History - Dartmouth College

My Community Involvement

  • Trustee, Montshire Museum of Science
  • New Hampshire Charitable Foundation, Regional Advisory Board
Securities Registered in the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, MA, ME, MO, NC, NH, NJ, NY, OH, OR, RI, TX, UT, VA, VT
WILLIAM J. THOMAS III: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New Hampshire : Lebanon Branch