David Thomason

Client Service Associate at Capital Directions - Sandy Springs, GA, US

David Thomason's Contact Details
HQ
404-237-8881
Location
Company
Capital Directions
David Thomason's Company Details
Capital Directions logo, Capital Directions contact details

Capital Directions

Sandy Springs, GA, US • 20 - 49 Employees
Financial Services

Capital Directions is one of Atlanta's largest wealth management firms and we focus on providing financial leadership to successful professionals and their families. In addition, we provide coaching and third-party asset management services to CPA firms throughout the country. We have been recognized by Schwab Institutional as one of the fastest growing firms and best managed firms over the past 10 years. Capital Directions was also named on the Financial Times' FT 300 List for 2020.Our purpose is to lead our clients to the achievement of their goals while growing firm profitability to create opportunities for all team members. Our core operating principles are:We always put the client's interest ahead of our own.We value profitability over growthWe respect and recognize each team member's contribution

Financial Services Financial Advisory Services
Details about Capital Directions
Frequently Asked Questions about David Thomason
David Thomason currently works for Capital Directions, LLC.
David Thomason's role at Capital Directions, LLC is Client Service Associate.
David Thomason's email address is ***@capdir.com. To view David Thomason's full email address, please signup to ConnectPlex.
David Thomason works in the Financial Services industry.
David Thomason's colleagues at Capital Directions are John McMillen, Jack Calhoun, Macora Furlong, John Williams, Breeanne Sportelli, Kate Pishnak, Miriam Falaki and others.
David Thomason's phone number is 404-237-8881
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