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Amelia T

Series 63, Series 66

Montgomery, AL

XYPN Sapphire

Amelia Thomas is a financial advisor with XYPN Sapphire, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her previous roles include positions at Navarone Financial Group, Stifel Nicolaus & Co Inc, Fedex Express, and T-Mobile. She is also a managing partner of her own tax planning, accounting, and bookkeeping business. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach and supports nearly 50 affiliated advisors through a centralized corporate RIA model.

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