Tyler Thomas brings over 20 years of wealth management experience to his role as a Financial Advisor with The Cypress Group at RBC Wealth Management. He helps entrepreneurs and their families navigate the complexities of wealth building, business succession, and exit planning. Working collaboratively with our team, Tyler also serves high-net-worth individuals and families with customized financial planning, leveraging deep expertise in cash flow optimization, investment management, estate planning services, charitable giving strategies, and tax-efficient wealth transfer.
Throughout his career, Tyler has held positions as a wealth advisor, financial planning strategist, and pension analyst, developing a nuanced understanding of both personal and business planning complexities. He is a CERTIFIED FINANCIAL PLANNER® professional (since 2008) and holds the CEPA® designation (Certified Exit Planning Advisor)—credentials that underscore his expertise in business succession and exit planning strategies.
Tyler earned his Bachelor of Science in Mathematics from Campbell University, where he also completed a minor in Accounting and Business. He advanced his expertise through Campbell University's Master of Trust and Wealth Management program and graduated from the Southeastern Trust School.
When not advising clients, Tyler enjoys quality time with his wife, Courtney, and their two daughters, Ada Caroline and Campbell. He's an avid golfer and remains committed to building meaningful, long-term relationships with the families he serves.