Overview
Terry Thomason has over 15 years experience as a Financial Advisor/Wealth Manager role. Assisting clients with great options for 1031 (Tax free exchange) and 1031 DST structures in addition to direct and indirect real estate investing.
Aside from my primary role as a Wealth Manager, I am also a real estate investor, business owner, business consultant and financial planner. Income producing real estate, re-entitlements, multi-family, commercial, Mobile Home Communities, Single Family Home rentals, and many other property types are available for 1031s.
I am able to customize leverage ratios, property type, boot structures and many other aspects helpful in securing the right property with the right strategy. Prior to working as a Financial Advisor, I held key roles for The Boeing Company, Intel Corporation, E*Trade Financial, Fidelity Investments, DST Systems, as well as other top firms.
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Asset management
Commercial property buying