NEW YORK--(BUSINESS WIRE)--Jan 29, 2025--
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.
Copyright © 2025 Fiduciary Trust International. All rights reserved.
View source version on businesswire.com:https://www.businesswire.com/news/home/20250129641913/en/
CONTACT: Rebecca Radosevich: 212-632-3207
[email protected] Scarpa: 973-309-0051
KEYWORD: UNITED STATES NORTH AMERICA NEW YORK GEORGIA
INDUSTRY KEYWORD: PERSONAL FINANCE ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE
SOURCE: Fiduciary Trust International
Copyright Business Wire 2025.
PUB: 01/29/2025 09:10 AM/DISC: 01/29/2025 09:10 AM
http://www.businesswire.com/news/home/20250129641913/en
