Fiduciary Trust International Welcomes Jason Thomas
Fiduciary Trust International, a renowned global wealth manager and a subsidiary of Franklin Templeton, has recently announced the addition of Jason Thomas as a new wealth director in Atlanta. This appointment is crucial for the firm's growth strategy, as Atlanta is recognized as a key market for wealth management services.
About Jason Thomas and His Experience
Jason Thomas brings a wealth of experience, having devoted over 20 years to serving ultra-high-net-worth clients, family offices, and institutional investors. His previous role was as a senior vice president and private client advisor at Bank of America Private Bank, where he honed his expertise in wealth management.
Innovative Leadership in Wealth Management
Before joining Fiduciary Trust, Jason co-founded myFloc, a groundbreaking platform focused on expense management. This initiative aims to combat elder fraud and financial exploitation, showcasing his commitment to protecting the vulnerable. The technology developed through myFloc has already garnered attention and accolades, marking it as an AARP Innovation Labs portfolio company.
Commitment to Client Relationships
David Edmiston, the regional managing director for Fiduciary Trust International, emphasized Jason's extensive journey in nurturing trusted relationships across the Southeast. His innovative approach and legal expertise position him well to contribute significantly to the firm's vision and growth.
Career Journey and Professional Contributions
In the past, Thomas held senior positions at Northern Trust Corporation and Wells Fargo Private Bank, where he focused on refining wealth strategies for exclusive clientele. His entrepreneurial spirit was further showcased as he co-founded Seven Software, a technology venture that was successfully acquired in 2024.
Community Engagement and Philanthropy
Beyond his professional commitments, Mr. Thomas is actively engaged in his community. He serves on boards such as the Eisenhower Foundation and the Eisenhower Presidential Library Board. His dedication extends to veterans as a founding member of the Veterans Community Project, reflecting his commitment to giving back. With a distinguished educational background, including a Juris Doctorate from the University of Alabama School of Law and a Bachelor of Science degree from the University of North Alabama, he continues to be a leader in estate planning circles, being a member of the Atlanta Estate Planning Council.
Fiduciary Trust International's Profile
Fiduciary Trust International has established itself as a key player in global wealth management since its inception in 1931. With over $103 billion in assets under management as of the end of 2024, the firm focuses on comprehensive wealth planning, investment management, and estate services. Its footprint extends beyond New York with offices in major cities, catering to the diverse needs of high-net-worth individuals and families.
About Franklin Templeton
Franklin Templeton, a global leader in investment management, serves clients in more than 150 countries. The company is committed to better investment outcomes through enhanced management strategies, focusing on equity, fixed income, and alternative investments. With a rich history and a robust portfolio, Franklin Templeton continues to shape the investment landscape.
Frequently Asked Questions
Who is Jason Thomas?
Jason Thomas is the newly appointed Wealth Director at Fiduciary Trust International, with over 20 years of wealth management experience.
What is myFloc?
myFloc is an expense management platform co-founded by Jason Thomas aimed at preventing elder fraud and supporting aging individuals.
What services does Fiduciary Trust International provide?
The firm offers wealth planning, investment management, and trust and estate services, focusing on high-net-worth individuals and families.
Where does Fiduciary Trust International operate?
Fiduciary Trust International has offices in various cities, including New York, Florida, Pennsylvania, Massachusetts, California, Washington DC, Delaware, Virginia, and Atlanta.
What is Franklin Templeton's market reputation?
Franklin Templeton is highly regarded in the investment management sector with over $1.6 trillion in assets under management and a commitment to client success.
