PENNY THOMAS

Senior New Business Specialist

As Senior New Business Specialist for our partner, Valmark Financial Group, Penny Thomas is responsible for the management of new life insurance business. She is also an underwriting and administrative advocate with insurance carriers, striving to reach the best possible outcomes for our clients. Mrs. Thomas has more than 25 years of experience as an Associate Underwriter and Manager with Western Life, AMEV Life, Fortis, and Hartford Life. She holds Series 6 and 26 registrations as well as an Associate Customer Service (ACS) designation.

PENNY THOMAS
Senior New Business Specialist

Boston Office
180 Canal Street, Suite 502
Boston, MA 02114
Phone: 617-266-0019
Fax: 617-266-0087

San Francisco Office
120 N. El Camino Real
San Mateo, CA 94401
Phone: 650-347-0276
Fax: 650-347-6078

New York
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: 212-946-4784

Grand Rapids
171 Monroe Avenue NW, Suite 800
GrandRapids, MI 49503
Phone: (616) 719- 5007

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201 Thomas Brady & Associates is a Separate Entity From Valmark Securities, Inc. Neither Thomas Brady & Associates nor Valmark Securities, Inc. provides legal or tax advice.

To the extent any material on this website (including any attachments) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed within.

Any publication or other material on this website is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer.