Alexander L. Thompson, Cfp®
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Alexander L. Thompson, Cfp® Email & Phone Number

Client Management Consultant | Wealth Client Service at CAPTRUST at CAPTRUST
Location: Raleigh, North Carolina, United States 8 work roles 3 schools
1 work email found @captrustadvisors.com 1 phone found area 919 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@captrustadvisors.com
Direct phone (919) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Client Management Consultant | Wealth Client Service at CAPTRUST
Location
Raleigh, North Carolina, United States
Company size
621 employees

Who is Alexander L. Thompson, Cfp®? Overview

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Quick answer

Alexander L. Thompson, Cfp® is listed as Client Management Consultant | Wealth Client Service at CAPTRUST at CAPTRUST, a company with 621 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 919, and a matched LinkedIn profile for Alexander L. Thompson, Cfp®.

Alexander L. Thompson, Cfp® previously worked as Client Management Consultant at Captrust and Senior Client Management Associate at Captrust. Alexander L. Thompson, Cfp® holds Bachelor’S Degree, Business Administration from Furman University.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Alexander L. Thompson, Cfp®'s masked contact details.

*@captrustadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Alexander L. Thompson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Alexander L. Thompson, Cfp®

My name is Alex Thompson, and I am a Client Management Consultant at CAPTRUST. I am passionate about service and being a light for others. Working alongside financial advisors, my mission is to provide service beyond expectation to the individuals and families in our client base. Since 2021, I have been supporting families through the highs and lows of life - providing a source of consistency and stability in their financial endeavors.I was born and raised in North Carolina, and currently live in Raleigh, NC with my wife Sallie and our son George. We enjoy spending time with friends and family, walking our golden retriever named Woody, and cheering on our North Carolina Tar Heels.

Listed skills include Public Speaking, Teamwork, Microsoft Excel, Powerpoint, and 6 others.

Current workplace

Alexander L. Thompson, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Client Management Consultant | Wealth Client Service at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
AeroLeads page
Company profile
View company profile Email format
8 roles

Alexander L. Thompson, Cfp® work experience

A career timeline built from the work history available for this profile.

Client Management Consultant

Current
Captrust

Raleigh, North Carolina, United States

  • Building relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
  • Servicing existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests)
  • Preparing and provides documentation and materials required for client calls and visits
  • Participating in investment reviews and annual reviews
  • … Show more
  • Onboarding new client relationships through correspondence, reports, new account paperwork, and advisory agreements
Jan 2024 - Present

Senior Client Management Associate

Captrust

Raleigh, North Carolina, United States

Jan 2023 - Dec 2023

Client Management Associate Ii | Wealth Client Service

Captrust

Raleigh, North Carolina, United States

Jan 2022 - Dec 2022

Client Management Associate | Wealth Client Service

Captrust

Raleigh, North Carolina, United States

Jan 2021 - Dec 2021

Head Male Counselor

Ymca Of The Triangle

Wake Forest, North Carolina, United States

May 2017 - Aug 2017
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

SC Sarah Carter Farmer, Cfp® Sarah Carter Farmer, Cfp® Colleague at Captrust Charlotte, North Carolina, United States, United States View → KT Kris Tuck Kris Tuck Colleague at Captrust Cary, North Carolina, United States, United States View → KC Kyle Clifford, Caia Kyle Clifford, Caia Colleague at Captrust Chicago, Illinois, United States, United States View → JJ Jack Jones Jack Jones Colleague at Captrust Carmichael, California, United States, United States View → MC Mary Clapp, Chfc® Mary Clapp, Chfc® Colleague at Captrust Brentwood, Tennessee, United States, United States View → TH Tayler Hill Tayler Hill Colleague at Captrust Chicago, Illinois, United States, United States View → YA Youssef Alharoon Youssef Alharoon Colleague at Captrust Raleigh, North Carolina, United States, United States View → HF Heather Ford Caussade, M.S., Cfp® Heather Ford Caussade, M.S., Cfp® Colleague at Captrust San Antonio, Texas, United States, United States View → MP Matthew Patrick Matthew Patrick Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States View → IR Isabelle Ryland Isabelle Ryland Colleague at Captrust Raleigh, North Carolina, United States, United States View →
3 education records

Alexander L. Thompson, Cfp® education

Bachelor’S Degree, Business Administration

Furman University

Activities and Societies: Furman University Men's Lacrosse Team

Education record

Cimba

The Consortium Institute for Management and Business Analysis - Paderno del Grappa, Italy

FAQ

Frequently asked questions about Alexander L. Thompson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Alexander L. Thompson, Cfp® work for?

Alexander L. Thompson, Cfp® works for CAPTRUST.

What is Alexander L. Thompson, Cfp®'s role at CAPTRUST?

Alexander L. Thompson, Cfp® is listed as Client Management Consultant | Wealth Client Service at CAPTRUST at CAPTRUST.

What is Alexander L. Thompson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Alexander L. Thompson, Cfp® at CAPTRUST.

What is Alexander L. Thompson, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 919 for Alexander L. Thompson, Cfp® at CAPTRUST.

Where is Alexander L. Thompson, Cfp® based?

Alexander L. Thompson, Cfp® is based in Raleigh, North Carolina, United States while working with CAPTRUST.

What companies has Alexander L. Thompson, Cfp® worked for?

Alexander L. Thompson, Cfp® has worked for Captrust, Fellowship Of Christian Athletes, Ymca Of The Triangle, Bon Secours Wellness Arena, and Furman University.

Who are Alexander L. Thompson, Cfp®'s colleagues at CAPTRUST?

Alexander L. Thompson, Cfp®'s colleagues at CAPTRUST include Sarah Carter Farmer, Cfp®, Kris Tuck, Kyle Clifford, Caia, Jack Jones, and Mary Clapp, Chfc®.

How can I contact Alexander L. Thompson, Cfp®?

You can use AeroLeads to view verified contact signals for Alexander L. Thompson, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Alexander L. Thompson, Cfp® attend?

Alexander L. Thompson, Cfp® holds Bachelor’S Degree, Business Administration from Furman University.

What skills is Alexander L. Thompson, Cfp® known for?

Alexander L. Thompson, Cfp® is listed with skills including Public Speaking, Teamwork, Microsoft Excel, Powerpoint, Social Media, Organizational Leadership, Customer Service, and Time Management.

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