Chase Thompson

Chase Thompson Email and Phone Number

Owner and President @ Thompson Wealth Group, Inc
Charlotte, NC, US
Chase Thompson's Location
Charlotte Metro, United States
Chase Thompson's Contact Details
About Chase Thompson

I am dedicated to helping individuals, families, and businesses achieve their financial goals through personalized wealth management and retirement planning strategies. With a deep commitment to the clients future, I bring over 30 of experience in the financial services industry, where I’ve developed a reputation for delivering results and building lasting relationships.My journey in finance began with a passion for helping people make informed decisions about their financial futures. Over the years, I’ve had the privilege of working with a diverse range of clients, from high-net-worth individuals to small business owners, each with unique goals and challenges. I pride myself on understanding the nuances of each client’s situation and crafting strategies that are as unique as they are.On my team, we believe in a holistic approach to wealth management. Whether it’s investment planning, retirement strategies, or estate planning, we provide comprehensive solutions that are tailored to meet the specific needs of our clients. Our goal is not just to manage wealth, but to empower our clients with the knowledge and tools they need to achieve financial confidence.I am always eager to connect with like-minded professionals, share insights, and explore opportunities for collaboration. If you’re looking for a financial partner who values integrity, transparency, and results, I’d love to connect and see how we can work together.When I’m not working, you will likely find me on my family's farm in Virginia or spending time with my family on the NC Coast. Let’s connect—I’m always interested in hearing new ideas and learning about different perspectives.For important disclosure information, please see "Social Media Disclosure"​ link in the "Contact Info" section.Thompson Wealth Group, Inc is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Chase Thompson's Current Company Details
Thompson Wealth Group, Inc

Thompson Wealth Group, Inc

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Owner and President
Charlotte, NC, US
Chase Thompson Work Experience Details
  • Thompson Wealth Group, Inc
    Owner And President
    Thompson Wealth Group, Inc
    Charlotte, Nc, Us
  • Lexington Park Properties
    Owner | Manager
    Lexington Park Properties Sep 2002 - Present
    Cornelius, North Carolina, United States
    As the owner and manager of Lexington Park Properties, I am responsible for overseeing all aspects of property management and operations, ensuring that our tenants enjoy a high-quality living and working environment. With a focus on excellence and attention to detail, we manage a diverse portfolio of residential and commercial properties, providing tailored solutions that meet the unique needs of each tenant.My role encompasses everything from strategic planning and financial management to tenant relations and property maintenance. I am deeply committed to maintaining the highest standards in property management, which includes ensuring that our properties are well-maintained, secure, and compliant with all regulations.Beyond day-to-day management, I am also involved in the strategic growth and development of Lexington Park Properties, constantly seeking opportunities to expand our portfolio and improve our offerings. I am passionate about real estate and dedicated to making Lexington Park Properties a trusted name in the industry.
  • Lexington Park Properties
    Member Manager
    Lexington Park Properties 2002 - Present
  • Raymond James
    Financial Advisor/Branch Manager
    Raymond James May 2002 - Present
    My focus is to build financial plans and investment strategies for individual and institutional clients.
  • Thompson Wealth Group, Inc
    Owner / President
    Thompson Wealth Group, Inc Aug 1999 - Present
    Thompson Wealth Group, Inc specializes in empowering Business Owners, Retirees & Pre-Retirees to solve their biggest financial challenges. Reduce Taxes | Build Income | Grow their value | Leave a Legacy
  • Multi Financial Securities Corp/Thompson Financial
    Financial Advisor/Branch Manager
    Multi Financial Securities Corp/Thompson Financial 1998 - 2002
    Financial advisor
  • Edward Jones
    Investment Representative
    Edward Jones 1993 - 1998
    Financial advisor

Chase Thompson Education Details

Frequently Asked Questions about Chase Thompson

What company does Chase Thompson work for?

Chase Thompson works for Thompson Wealth Group, Inc

What is Chase Thompson's role at the current company?

Chase Thompson's current role is Owner and President.

What is Chase Thompson's email address?

Chase Thompson's email address is fo****@****ail.com

What is Chase Thompson's direct phone number?

Chase Thompson's direct phone number is +170465*****

What schools did Chase Thompson attend?

Chase Thompson attended Radford University.

What are some of Chase Thompson's interests?

Chase Thompson has interest in Environment, Education, Science And Technology, Disaster And Humanitarian Relief, Animal Welfare, Health.

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