Smitha Thomas, CFP®

Smitha Thomas, CFP®

Managing Partner

Smitha Thomas is the co-founder and Managing Partner of Sancus Wealth Management, LLC, a full service financial planning firm based in Dallas, TX. She is a Certified Financial Planner™ (CFP®) professional, uniquely qualified to help individuals pull all their finances together, work toward solving  financial problems, and make a plan to pursue their financial goals.  

Smitha has been in the financial services industry for over 15 years. She began her career as a financial advisor at Fidelity, then moved to Lee Financial as a capital analyst. Most recently, Smitha was a Financial Advisor at Merrill Lynch. There she helped high net worth families and business owners meet their wealth goals. Smitha’s expertise includes investment management, retirement planning, and estate and trust planning.

Smitha founded Sancus Wealth Management with business partner Vincent LaPietra. Smitha and Vincent share a fundamental vision and commitment to providing the highest levels of distinctive, individualized service, integrity, and transparency to their clients.

Smitha earned bachelor’s degree at University of Texas in Austin. She’s actively engaged in community service, with a particular passion for helping children.  She is also involved in the Women In Business (WIB) organization.

Phone 972-807-9261