Eric Nagel
Eric Nagel is the Founder and CEO of Maverick Thomas Capital, an independent wealth management firm built on the principles of institutional thinking, independence and accountability.
Eric works with individuals, families, business owners and professionals to develop personalized financial strategies designed to help them build, preserve and transition wealth. His work includes comprehensive financial planning, investment management, retirement planning, portfolio construction, risk management, tax-conscious investment strategies, estate planning coordination and insurance planning.
In addition to working directly with clients, Eric leads the strategic direction of Maverick Thomas Capital, including the firm’s investment philosophy, portfolio construction, technology, compliance oversight, business development and client experience. He believes wealth management should extend beyond standardized portfolios, with strategies built around each client’s goals, circumstances, risk tolerance and long-term objectives.
Eric’s investment philosophy centers on disciplined, evidence-based decision-making. He believes successful investing requires consistency, patience and accountability, with an emphasis on removing emotion from the investment process. Through education, transparency and ongoing communication, his goal is to help clients make informed decisions and remain focused on their long-term financial objectives.
Eric began his wealth management career with The Legacy Wealth Group, where he advised individuals and families on financial strategies designed around their evolving needs and goals. Prior to entering financial services, Eric was an entrepreneur in the health and fitness industry, where he owned and operated multiple businesses. That experience gives him firsthand perspective into the financial decisions and challenges business owners face and continues to influence his disciplined, long-term approach to wealth management.
Eric attended Florida State University, where he studied business. He holds life and health insurance licenses and has passed the FINRA Series 7 and 66 exams.
Outside of work, Eric enjoys golf, fitness, strength training and staying active. He has a deep interest in financial markets, investment strategy, portfolio construction and market history and continually seeks to expand his professional knowledge. He also enjoys traveling and spending time with his family.
Eric lives in South Florida with his wife, Nancy, and their son, Maverick. Family is the driving force behind all he does. He named Maverick Thomas Capital after his son to reflect his vision of building a firm founded on integrity, independence and a commitment to helping families create lasting financial security for future generations.