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Codie T
Series 63, Series 65
Stuart, FL
Abaco Retirement Advisors LLC
Codie Thomas is a financial advisor at Abaco Retirement Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advus Financial Partners, LLC, Vista Management Company, and GWN Securities Inc. In addition to his advisory role, he operates as an independent insurance agent. Abaco Retirement Advisors LLC provides non-discretionary asset management to individual clients and limited-scope ERISA advisory services to qualified retirement plans. The firm offers tailored investment programs and acts as a 3(21) fiduciary for plan sponsors, combining pension consulting with individual portfolio management.
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