Patrick D. Thompson, Cfa, Cepa, Cfp® Email & Phone Number

Private Wealth Advisor helping business owners and exceptional families move from financial success to a life of significance. As a UBS Private Wealth Advisor from an entrepreneurial family and former Division I collegiate athlete, I understand what it takes for business owners to succeed — respect, hard work, discipline and a significant amount of grit. These are the same qualities I bring to relationships with my clients who hope to evolve their hard-earned success into leading lives of significance. For over 20 years, I have been helping ultra-high net worth families make smart decisions with their wealth so that they can focus on building a multi-generational legacy within their family and the world at large. I build authentic relationships with my clients and avoid the typical one-size-fits-all approach. My clients want specialized advice and value the access I provide to professionals who only work with clients like them. Since no two clients are alike, my clients get a customized solution that is tailored to their unique situation.I am committed to helping business owners maximize the value of their business, take their personal financial plans to the next level, and to be prepared for what comes next after transitioning their company. I earned my CEPA® designation to gain access to the tools and methods for helping business owners accelerate value and successfully transition their business when the time comes. Exit planning is a team sport so I leverage a global network of advisors who are best in class at helping owners achieve optimal outcomes. For Family Office clients that require more institutional-level resources, I collaborate with our Global Family & Institutional Wealth and Family Office Solutions groups. These platforms are dedicated to the needs of sophisticated family offices and allow for seamless, priority access to all products and services across the entire UBS organization. Helping my clients make smart decisions with their money is what I do. Helping these individuals build their legacy and lead lives of significance is who I am./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**