Joshua C. Thomas

Senior Vice President, Senior Financial Advisor
N19 W24400 Riverwood Drive
Suite 300
Waukesha WI 53188
(262) 446.3060
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Joshua C. Thomas joined Merrill as a Financial Advisor in 2021.  Prior to joining Merrill, Mr. Thomas was in financial services for 14 years—in a variety of capacities, amassing multi-faceted industry experience.  Joshua is a Veteran of the United States Army, an avid world traveler, and maritime vessel enthusiast. 

Mr. Thomas currently resides in Oconomowoc, WI with his wife Ashley, their daughter Maribelle, and their pup, Cappy.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Joshua Thomas is registered to do business in AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, WA, WI, WY.