Scott Thompson, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Business owner considerations
  • Sustainable Investing
  • Wealth protection strategies
  • Estate and legacy strategies

About Scott

As a CFP® professional and CIM® designation holder, our branch team strives to understand what is important to you. Through our partnership, we use an established process to create personalized strategies to help you reach your financial goals. We work with individuals, families, and business owners across the country.

Growing up with a father who was a financial advisor, I was taught early on the importance of having goals and creating a plan to achieve them. Our family practice has been serving clients in our community now for 25 years.

Our branch team includes Claudia and Esha, our senior branch office administrators....

Personal Interests

  • Spending Time with Family
  • Traveling
  • Basketball
  • Golfing
  • Sports Enthusiast

Team Members

  • Claudia Marchese
    Sr. Branch Office Administrator
  • Esha Nohar
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More