Timothy Thomas has been Chief Investment Officer and Wealth Manager of Badgley Phelps Wealth Managers since January 2025, is a control person of the firm and directly owns under 5% of it. Timothy Thomas holds a Master of Business Administration from the University of Washington and a Bachelor of Arts from Miami University.
Badgley Phelps Wealth Managers, LLC is a Seattle, WA firm with $7.28B under management, 1,356 clients and 26 advisers across 4 offices, as of its March 2026 filing.
Tim Thomas is Chief Investment Officer, Wealth Manager of Badgley Phelps Wealth Managers. He joined the firm in 2008 as an investment manager. His career in portfolio management and financial services spans more than two decades. He came to the firm from Threshold Group, where he provided investment management services to private clients, and before that was a portfolio manager at Bank of America.
Timothy Thomas’ longest registration was 13 years at Badgley Phelps Wealth Managers (2008–2021). Before joining Badgley Phelps Wealth Managers in 2021, Timothy Thomas was registered through Badgley Phelps Wealth Managers.
- – present · 5 yearsSeattle, WA · Adviser representative · Firm CRD 315440
- Badgley Phelps Wealth Managers– · 13 yearsSeattle, WA · Adviser representative · Firm CRD 108392
Professional designations
Listed by Badgley Phelps Wealth Managers
- CFA®
Investment adviser representative registrations
Timothy Thomas is registered as an investment adviser representative in 2 states. Each was approved in August 2021.
- TexasSince 2 August 2021
- WashingtonSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 1994 |
| Series 7 | General Securities Representative Examination | 14 November 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy John Thomas
- CRD
- 2542160
- Firm
- Badgley Phelps Wealth Managers · CRD 315440
- Role
- Chief Investment Officer and Wealth Manager
- Office
- 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- badgley.com
Where does Timothy Thomas work?
Timothy Thomas has been Chief Investment Officer and Wealth Manager of Badgley Phelps Wealth Managers, LLC since January 2025, and is a control person of the firm.
Is Timothy Thomas a financial advisor?
Yes. Timothy Thomas has a current investment-adviser registration in Texas and Washington, through Badgley Phelps Wealth Managers since August 2021.
How many years of experience does Timothy Thomas have?
Timothy Thomas has 18 years in the financial industry, since June 2008, across 2 adviser firms.
What exams has Timothy Thomas passed?
Timothy Thomas has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 1994.
Where did Timothy Thomas work before Badgley Phelps Wealth Managers?
Before Badgley Phelps Wealth Managers, Timothy Thomas was registered through Badgley Phelps Wealth Managers (CRD 108392), June 2008 to August 2021.
Where is Timothy Thomas based?
Timothy Thomas’ registered office is in Seattle, WA.
Is Timothy Thomas registered with FINRA?
No. Timothy Thomas has no current broker registration.
Is Timothy Thomas a CFA charterholder?
Badgley Phelps Wealth Managers lists Timothy Thomas with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Timothy Thomas’ record?
Search CRD 2542160 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Thomas’ full registration record.
Julie Parisio RoyChief Executive Officer and Wealth Manager
David SprattChief Compliance Officer and Chief Operating Officer
James CallaghanWealth Manager
Michael GerkeWealth Manager
Curtis PepinDirector of Marketing
Steven PhelpsWealth Manager
Patrick RodgersWealth Manager
Calvin SprangerFixed Income Manager and Wealth Manager
Katherine WhamWealth Manager
Megan WileyWealth Manager and Financial Planner