Gregory J. Thompson, Jd, Cfp(R) Email & Phone Number

Thirty four years ago, I started out practicing law, but eventually wanted to have a broader, more comprehensive impact on my clients’ lives, and I became a CERTIFIED FINANCIAL PLANNER® practitioner. I joined Lincoln Financial Advisors / Sagemark Consulting in 2001 as a regional, and then national, Director of Financial Planning. In this role, I counseled my own clients, and also supported other financial advisors in the Lincoln system in the NY Metro region and around the country, acting as a subject matter resource in connection with a broad range of planning issues. In 2005, I joined Randy Siller and Jeff Cohen, of SILLER & COHEN, as Director of Estate and Advisory Services, because we shared the same conviction that the needs of affluent families are best served by working with a financial services firm that has access to a broad range of expertise, a firm that takes responsibility for coordinating all of a family’s planning needs, a firm that collaborates with a family’s other professional advisors, and finally, a firm that acts as a catalyst to get things done. Here, I am part of a team with years of expertise in multiple areas, including accountants, attorneys, MBAs, Certified Financial Planner® practitioners and Certified Investment Management Analysts®. Together we approach each client’s unique situation from a cross disciplinary perspective, which allows us to uncover gaps in the client’s existing planning that need to be addressed, and identify opportunities they were previously unaware of. In our long experience, this kind of broad expertise, experience, coordination, and collaboration provides our clients with the greatest chance of achieving their financial goals.CRN-1509121-052416

Listed skills include Finance, Financial Services, Investments, Mutual Funds, and 6 others.