Michael Thompson Email & Phone Number

As a primary Financial Advisor responsible for coordinating with other advisors to deliver total wealth management to core clients.Also prospecting, managing and retaining key clients. Understand the client’s investment goals and objectives and develops a diversified investment plan and strategy to meet goals using developed models and recommended products.Advises clients with complex investment relationships on asset allocation and portfolio construction for strategic… Show more As a primary Financial Advisor responsible for coordinating with other advisors to deliver total wealth management to core clients.Also prospecting, managing and retaining key clients. Understand the client’s investment goals and objectives and develops a diversified investment plan and strategy to meet goals using developed models and recommended products.Advises clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions. Execute trades in brokerage, derivatives, alternatives and other non-discretionary accounts. Delivers performance reviews to complex investment clients across proprietary and third party assetsDevelop strong working relationship with Trust Advisors, Portfolio Managers, Financial Planners and Private Bankers to grow client relationship with the firm. Show less