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Chris Thomas

Director, Personal Wealth Management & Retirement Plan Consulting

MacroView Investment Management LLC

United States, Maryland, Columbia

About Me

Chris serves as the Director of Personal Wealth Management and Retirement Plan Consulting at MacroView Investment Management. Chris assists select business owners, executives, and affluent families in the areas of estate planning, business succession planning, and wealth management. In addition, Chris serves as MacroView’s corporate retirement plan specialist and helps companies recruit, retain and motivate talent by consulting with them on the design, implementation and administration of 401k, defined benefit and executive compensation plans. Chris has been providing financial planning to families and businesses for over 15 years. Chris graduated from James Madison University with a degr

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Profile Information

Director, Personal Wealth Management & Retirement Plan Consulting

MacroView Investment Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Columbia

Maryland

United States

Aug 5, 2025

Work Experience

MacroView Investment Management LLC

Director, Personal Wealth Management & Retirement Plan Consulting
Feb 2018 - Present
Email: cthomas@macroviewim.com

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