Giles Thompson - Thompson Financial Group, LLC

Giles completed the Financial Planning Certificate Program at the Henry W. Bloch School of Business and Public Administration at the University of Missouri. He is a graduate of Trinity College Dublin, Ireland, receiving a first-class honors degree in engineering and an honorary degree in mathematics. He also holds a master's degree from Trinity College, Dublin. After beginning his career with a national brokerage firm, followed by several years in a relationship with a local banking institution, it became very clear that the independent model was the most effective way to truly meet the needs of his clients. In order to develop and sustain a practice that will run effectively for all parties for the long haul, he opened Thompson Financial Group in 2004 and is now an investment adviser representative of Commonwealth Financial Network®. Dedicated to providing superior client service by offering comprehensive financial guidance to suitable individuals, businesses, and families. This includes asset-based fee and consultative services directed toward the long-term prudent accumulation of intergenerational wealth, as well as an investment approach that considers return potential and impact on society. I am a firm advocate of the financial planning process and believe in working closely with my clients to help ensure that they reach their financial goals. I follow a sound investment strategy believing strongly in asset allocation and diversification employed with patience and discipline. I work with affluent investors who want a financial professional who can guide them in the multidimensional aspects of their personal, business, and family finances. This includes retirement planning, education planning, investments, estate planning, and charitable giving. Finding a balance between the protection, growth, and distribution of wealth. My mission is simpleto help you pursue your unique financial goals.