Alec Thomas is a Florida-based financial professional dedicated to helping individuals and families navigate retirement with clarity, confidence, and purpose. He earned his bachelor’s degree from the University of Central Florida and is based in Ocala, Florida, where he serves clients throughout The Villages and surrounding communities.
With a strong focus on retirement planning, Alec works closely with clients to help them transition into retirement with structure and confidence. His approach emphasizes disciplined, risk-aware strategies designed with a goal to preserve and grow wealth, create reliable income, and simplify complex financial decisions. By staying current on tax, retirement, and estate planning strategies, he serves as a steady guide through market volatility and life’s transitions, building long-term, multigenerational relationships rooted in integrity and transparency.
Alec’s mission is to provide thoughtful, personalized financial guidance that helps clients enjoy retirement with confidence, independence, and fulfillment. By combining experience, education, and a client-centered approach, he strives to protect what matters most and support a well-planned lifestyle—today and for years to come.
Outside of work, Alec values a balanced life centered on family, faith, health, and community. He enjoys spending time with his wife, Julie, his two adult sons, and his 10-year-old son. His interests include traveling, boating, and watching sports. He is also proud to support Villages Honor Flight, an organization dedicated to honoring and serving veterans.
