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Robert Lee Thomas Edit Profile

consultant , Financial services company executive

Robert Lee Thomas, American financial services company executive, consultant. Certified finance planner, investment specialist; designated registered employee benefit consultant; certified senior advisor; registered finance consultant. Recipient Lone Star Leader award Texas Association Life Underwriters, since 1982, National Sales Achievement award, National Quality award National Association Life Underwriters, since 1976.


Thomas, Robert Lee was born on December 29, 1938 in San Antonio, Texas, United States. Son of Lawrence Grant and Mabel Louise (Carlson) Thomas.


Certified, American College, 1985. Certified in finance planning, American College, 1990. Certified in health underwriting, American College, 1991.

Postgraduate, Northeastern University, from 1991.


Various middle management positions, General Finance Corporation, Dallas, 1962-1965;full charge management positions, TransAmerican Finance Corporation, Dallas, 1965-1974;senior agent, American Security Life, San Antonio, 1974-1981;chairman, president, Thomas Finance Superior vena cava syndrome, Inc., Dallas, since 1981. Board directors Cherokee Children's Home. Member of advisory board American Security Life, since 1977.

Frequent guest on international and national radio and television talk shows. Host radio program, since 1986. National and international speaker in field.

Initiator/teacher finance planning course for H.S. students.


  • Certified finance planner, investment specialist. Designated registered employee benefit consultant. Certified senior advisor.

    Registered finance consultant.



Shepherding group leader Meadowview Church Christ, Mesquite, Texas, since 1983, Bible class teacher, since 1978, deacon, since 1987. Regular spokesman public service and promotional messages various civic organizations. Chairman charity telethon Million Dollar Round Table.

Leader international missions ministry, Papau, New Guinea, 1989, Southeast Asia, 1990. Team member for tribal contact, New Guinea, 1991-1994, team leader, since 1995. Director Senior Information Services of America, since 1994.

Board directors Cherokee Home for Children, since 1994. Team leader group exploring un-charted region of South Pacific Island of New Guinea, since 1995. Fellow Life Underwriting Training Council.

Member National Association Insurance and Financial Advisers, Texas Association Insurance & Finance Advisors, North Texas Association Insurance and Finance Advisors, Mutual Fund Investors Association, Estate Planning Council North Texas, Dallas Estate Planning Council, Dallas Association Life Underwriters (chairman health committee 1979-1980, president's cabinet since 1989, public relations committee since 1992), International Association Registered Finance Planners, International Association Fin Planning, American Society CLUs, American Institute Certified Finance Planners, American Association Finance Professionals, American Health Insurance Association, Investment Research Institute, Million Dollar Round Table (life), Dallas Association Life Underwriters (member steering committee since 1992), Texas Association Life Underwriters (national sales achievement award since 1976, national quality award since 1976), American Arbitration Assn (national arbitration panel, securities arbitrator since 1989), Better Business Bureau (senior arbitrator national panel), General Agents and Management Association (yearling achievement 1975), International Platform Association, International Association Registered Finance Planners, Texas Investment Management Council, Aircraft Owners and Pilots Association.


  • Other Interests

    Avocations: diving, travel, exploration, flying.


Married Terry Eileen Morgan, December 14, 1972. 1 child, Evan Grant.

Lawrence Grant Thomas

Mabel Louise (Carlson) Thomas

Terry Eileen Morgan

Evan Grant Thomas