Smitha Thomas is the Co-Founder and Managing Partner of Sancus Wealth Management, LLC, a distinguished financial planning firm with offices in Dallas, TX, and Weston, FL. As a Certified Financial Planner™ (CFP®) professional, Smitha specializes in helping individuals organize their finances, address challenges, and create customized strategies to achieve their financial goals.
With over 15 years of experience in the financial services industry, Smitha began her career at Fidelity as a financial advisor, later advancing to Lee Financial as a capital analyst. Most recently, she served as a Financial Advisor at Merrill Lynch, where she worked closely with high-net-worth families and business owners to help them achieve their wealth objectives. Her expertise includes investment management, retirement planning, and estate and trust planning.
Smitha co-founded Sancus Wealth Management with her business partner, Vincent LaPietra. Together, they are committed to delivering exceptional, personalized service with a strong focus on integrity, transparency, and excellence.
A graduate of the University of Texas at Austin, Smitha is deeply engaged in her community and actively supports initiatives that benefit children. She is an active member of the Real Business League (RBL) and the Women Presidents’ Organization (WPO), as well as the Women In Business (WIB) organization, contributing her expertise and leadership to empower and inspire others.