Cell Phone
214. 765.5092
Location
Dallas/Fort Worth (TX)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Thomas Greuling
FINANCIAL ADVISOR
Thomas Greuling serves as a Financial Advisor at Prime Capital Financial, where he specializes in institutional retirement plans. With more than 27 years of experience in the financial services industry, Thomas brings a creative and hands-on approach to helping organizations design, implement, and manage effective retirement programs.
His consulting philosophy centers on fiduciary excellence and participant success. Thomas leverages Prime Capital Financial’s robust internal resources, including compliance, investment oversight, plan benchmarking, and benefit strategy, to provide his fiduciary responsibilities with precision and care to all of his clients.
Thomas is known for his thoughtful, client-first approach. He takes time to understand each organization’s culture, plan history, and goals, crafting tailored strategies that drive meaningful outcomes. In addition to his institutional work, he also advises individuals on personalized retirement planning, helping them align financial strategies with their unique life goals.
Prior to joining Prime Capital Financial, Thomas held leadership roles at Stokes Family Office and Fidelity Investments. At Stokes, he helped expand the firm’s institutional business. During his 24-year tenure at Fidelity, he served as Institutional Vice President, developing solutions across 401(k), HSA, Defined Benefit, Non-Qualified Deferred Compensation, Health & Welfare, Payroll, and Stock Plan programs.
Thomas earned both his BA and MBA from the University of Dallas, where he also played collegiate soccer. He studied abroad in Rome, Italy and Antigua, Guatemala and is fluent in German, Spanish, and English.
Raised in Germany, Mexico, and Texas, Thomas now resides in Grapevine and enjoys traveling with his wife, Isabel, and their two sons, Sebastian and Nicholas.
Learn more about Thomas at primefinancialnorthtexas.com.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
