Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Co-workers

John David "JT" Thomas

Senior Vice President–Wealth Management

JT began his financial services career in 1985 with EF Hutton.  Clients will appreciate JT has managed money through extremes such as the crash of 1987, bond declines of 1994, roaring bull market of 1982-1999, and the internet corrections of 2000-2002, as well as the financial crisis of 2007-2008.  With the vast resources and open architecture provided by UBS, clients of all types can be taken care of.

Charities and non-profits are very important to JT.  Currently, he serves on the board of Autism Breakthrough and Roane State Foundation.  Previously, he served on the board of Community Health Alliance and Autism Society of East Tennessee.  He continues to chair the Autism Breakthrough golf tournament, which has raised over $1mm.

As JT's friends tell him, he married above his pay grade when he and Missy Smith exchanged their vows in 2007.  God has also blessed JT with two wonderful sons, Cobey and Cooper.

Personal & Community

  • Roane State Community College Foundation - Board Member
  • Autism Society of America - East TN Chapter - Past Board Member
  • Autism Breakthrough Golf Tournament Chair since 2001
  • Autism Breakthrough Corp. - Board Member
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Roane State Community College
  • BBA - Management, Middle Tennessee State University

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
  • Portfolio Manager
800 South Gay Street
Suite 2600
Knoxville, TN 37929
  • (865) 329-1230

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Retirement planning

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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