Toolbox Downtown Lunch with Jeff Thomas

Jeff Thomas is the Founder and CEO of Arkos Global Advisors and author of Trading Up: Moving from Success to Significance on Wall Street.

After years of chasing success in the financial world, including serving as a top advisor and member of Morgan Stanley’s Chairman’s Club — the top 2% of advisors nationwide — Jeff realized there was something more important than helping rich people get richer. He discovered a deeper purpose: helping families connect their money with their mission and live out their values for generations to come. After 25 years on Wall Street, Jeff and his team stepped out in faith to launch Arkos Global Advisors, a God-honoring wealth management firm built on collaboration, integrity, and impact.

Jeff’s story will inspire you to redefine success, lead with purpose, and “trade up” for what truly matters.