Fiduciary Trust International Welcomes New Wealth Director in Atlanta
January 29 2025 - 9:10AM
Business Wire
Industry Leader Brings Decades of Experience
Across Wealth Management to the Firm's Growing Atlanta Team
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that Jason
Thomas has joined the firm as a wealth director based in Atlanta,
GA, a key growth market for the firm. Mr. Thomas previously served
on the advisory board for Fiduciary Trust International’s Atlanta
market.
"Jason has been advising clients and cultivating trusted
relationships in Atlanta and throughout the Southeast for over 20
years," said David Edmiston, Fiduciary Trust International’s
regional managing director for Atlanta and Washington D.C. "An
accomplished attorney and entrepreneur, Jason brings invaluable
experience and an innovative mindset benefiting clients and their
trusted advisors. He is an ideal fit with our existing team in
Atlanta, and his leadership will help drive our continued growth
throughout our Southeast market."
Mr. Thomas brings over two decades of experience advising
ultra-high-net-worth individuals, family offices and institutional
clients. Previously, he served as senior vice president and private
client advisor at Bank of America Private Bank in Atlanta. In 2019,
Mr. Thomas co-founded myFloc, an expense management platform
designed to prevent elder fraud and financial exploitation, and to
reduce the financial challenges of aging. The award-winning
technology platform is also an AARP Innovation Labs portfolio
company.
Earlier in his career, Mr. Thomas was senior vice president and
wealth strategist at Northern Trust Corporation and senior vice
president and senior wealth advisor at Wells Fargo Private Bank. He
also co-founded and served as general counsel for Atlanta-based
technology company Seven Software, which was acquired in 2024.
"I am excited and honored to join Fiduciary Trust
International’s Atlanta team," said Mr. Thomas. "I look
forward to being a part of our continued growth in the region while
helping clients achieve their financial goals and ensuring family
legacies are protected for generations."
Mr. Thomas received his Juris Doctorate from the University of
Alabama School of Law and a Bachelor of Science degree from the
University of North Alabama. He is active in the community and
serves on several boards, including the Eisenhower Foundation and
the Eisenhower Presidential Library Board. He is also a founding
member of the board for the Veterans Community Project and recently
completed his term as chairman of the board of the University of
North Alabama Foundation. In addition to his philanthropic
activities, Mr. Thomas is a member of the Alabama State Bar and the
Atlanta Estate Planning Council.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm
headquartered in New York, NY, has served individuals, families,
endowments and foundations since 1931. With over $103 billion in
assets under management and administration as of December 31, 2024,
the firm specializes in strategic wealth planning, investment
management and trust and estate services, as well as tax and
custody services. The New York-based firm and its subsidiaries
maintain offices in Coral Gables, FL, Boca Raton, FL, Fort
Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor,
PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, Washington, DC,
Wilmington, DE, Reston, VA, and Atlanta, GA. For more information,
please visit fiduciarytrust.com, and for the latest updates, follow
Fiduciary Trust International on LinkedIn and X:
@FiduciaryTrust.
About Franklin Templeton
Franklin Resources, Inc. [NYSE: BEN] is a global investment
management organization with subsidiaries operating as Franklin
Templeton and serving clients in over 150 countries. Franklin
Templeton’s mission is to help clients achieve better outcomes
through investment management expertise, wealth management and
technology solutions. Through its specialist investment managers,
the company offers specialization on a global scale, bringing
extensive capabilities in fixed income, equity, alternatives and
multi-asset solutions. With more than 1,500 investment
professionals, and offices in major financial markets around the
world, the California-based company has over 75 years of investment
experience and over $1.6 trillion in assets under management as of
December 31, 2024. For more information, please visit
franklintempleton.com and follow us on LinkedIn, Twitter and
Facebook.
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reserved.
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Sabrina Scarpa: 973-309-0051 ft@jconnelly.com
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