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Frank (Skip) Thompson Email & Phone Number
Partner and Financial Planner
at
Integrated Wealth Advisors
1 work email found
@prudential.com
3 phones found area 703 and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Financial Planner
Location
Washington, District Of Columbia, United States
Company size
Who is Frank (Skip) Thompson? Overview
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Quick answer
Frank (Skip) Thompson is listed as Partner and Financial Planner at Integrated Wealth Advisors, a company with 7 employees, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at prudential.com, phone signal with area code 703, 800, and a matched LinkedIn profile for Frank (Skip) Thompson.
Frank (Skip) Thompson previously worked as Partner and Financial Planner at Integrated Wealth Advisors at Integrated Wealth Advisors and Financial Planner at Prudential Financial. Frank (Skip) Thompson holds Bs, Business Administration And Marketing from West Virginia University.
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Email format at Integrated Wealth Advisors
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*@prudential.com
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AeroLeads found 1 current-domain work email signal for Frank (Skip) Thompson. Compare company email patterns before reaching out.
Profile bio
About Frank (Skip) Thompson
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements
Listed skills include Relationship Management, Financial Services, Competitive Analysis, Marketing Strategy, and 10 others.
Current workplace
Frank (Skip) Thompson's current company
Company context helps verify the profile and gives searchers a useful next step.
Integrated Wealth Advisors
11 roles · 24 years
Frank (Skip) Thompson work experience
A career timeline built from the work history available for this profile.
Partner And Financial Planner At Integrated Wealth Advisors
Current
2024 - Present
~2 yrs 4 mos
Financial Planner
Current- A Financial Planner
- Assists in the clarification, understanding and quantification of client’s financial goals and needs.
- Assists clients in gathering the information needed to prepare the financial plan.
- Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
- Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
- Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.
Aug 2021 - Present
Financial Advisor
Helping individuals, families, and small businesses achieve their financial goals such as planning for or living in retirement, funding education, preparing for the unexpected, and estate considerations.I follow a defined process to first understand what is most important to my client or prospective client. With this insight I develop a personalized.
Jun 2015 - Aug 2021
Director Of Sales For Eastern Region, Key Markets Group
- Joined the new Key Markets group formed to work closely with clients billing $1,000,000 or more
- Lead a team of senior account executives to optimize strategic solutions for existing clients, establish best practices and develop new business
Mar 2014 - Dec 2014
Director Of Sales For Eastern Region
- Understand and analyze financial institutions’ market position and needs.
- Develop strategic plans and tactics to help clients achieve their organizational goals.
- Lead a sales team calling on key accounts for the Eastern U.S.
- Named Director of the Year for Revenue Growth in 2010.
Jul 2011 - Feb 2014
Director Of Sales, Mid Atlantic
- Integrated sales representatives from three newly integrated legacy companies, Harland, Liberty and Clarke American.
- Managed 10 senior account executives covering the eastern U.S.
- Responsible for $55,000,000 in annual revenue.
- Responsible for 100% client retention and year over year revenue growth.
Jan 2008 - Jun 2011
Regional Vice President
- Managed three sales teams covering the eastern United States.
- Responsible for $50 million profit and loss (P&L).
- Negotiated contracts and developed proposals for major accounts.
- Facilitated the integration of Liberty and Harland solutions and sales teams after acquisition.
- Coached sales managers to improve performance and employee satisfaction.
- Achieved 102.3% of annual quota in the first six months of 2007, increasing projected revenue by 4%.
May 2006 - Dec 2007
District Sales Manager
- Managed a team of eight account and senior account executives
- Responsible for $13,000,000 in annual revenue across the northeast U.S.
Jan 2004 - May 2006
Senior Sales Executive
- Managed and developed a sales territory generating $3,000,000 in annual revenue in the Washington, DC Metro area.
- Achieved new sales of $300,000 and renewed $750,000 in contracts in eight months.
Oct 2002 - Jun 2003
Key Account Executive
2002 - 2003
~1 yr
1 education record
Frank (Skip) Thompson education
-
West Virginia University
FAQ
Frequently asked questions about Frank (Skip) Thompson
Quick answers generated from the profile data available on this page.
What company does Frank (Skip) Thompson work for?
Frank (Skip) Thompson works for Integrated Wealth Advisors.
What is Frank (Skip) Thompson's role at Integrated Wealth Advisors?
Frank (Skip) Thompson is listed as Partner and Financial Planner at Integrated Wealth Advisors.
What is Frank (Skip) Thompson's email address?
AeroLeads has found 1 work email signal at @prudential.com for Frank (Skip) Thompson at Integrated Wealth Advisors.
What is Frank (Skip) Thompson's phone number?
AeroLeads has found 3 phone signal(s) with area code 703, 800 for Frank (Skip) Thompson at Integrated Wealth Advisors.
Where is Frank (Skip) Thompson based?
Frank (Skip) Thompson is based in Washington, District Of Columbia, United States while working with Integrated Wealth Advisors.
What companies has Frank (Skip) Thompson worked for?
Frank (Skip) Thompson has worked for Integrated Wealth Advisors, Prudential Financial, Edward Jones, Harland Clarke, and John H. Harland Co..
How can I contact Frank (Skip) Thompson?
You can use AeroLeads to view verified contact signals for Frank (Skip) Thompson at Integrated Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Frank (Skip) Thompson attend?
Frank (Skip) Thompson holds Bs, Business Administration And Marketing from West Virginia University.
What skills is Frank (Skip) Thompson known for?
Frank (Skip) Thompson is listed with skills including Relationship Management, Financial Services, Competitive Analysis, Marketing Strategy, Sales Operations, Leadership, Business Development, and Key Account Management.
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