Marlie Thomas
Senior Relationship Manager
Marlie has been a valued member of the team for more than two decades, specializing in complex client operations, reporting, and relationship management. She is a steady, trusted resource for clients and is committed to delivering a high level of service with care and attention to detail.
Before Cleros, Marlie worked at UBS Financial Services, where she supported client relationships and managed a range of complex operational responsibilities.
Marlie received her Bachelor of Business Administration in Entrepreneurial Management from Texas Christian University.
Outside the office, Marlie is actively involved in her church and several community organizations, including the Junior League of Fort Worth and the Young Men’s Service League.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
