Gary Thompson in Atlantic Beach, FL

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Retirement Planning Strategies
Investment Management
Charitable Giving Strategies
Retirement Income Strategies
Intergenerational Planning
Tax Planning Strategies

B.A., Physics, Ohio State University, Columbus, Ohio
M.S., Space Systems Operations, Naval Postgraduate School, Monterey, California

Ameriprise Client Experience Award, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Family is important to me, raising kids with values and the tools to succeed and to make the world a better place. Running on the beach, hiking, camping, exploring, pushing the envelope, the family's "Adventurer's Club" experiences. One-on-one trips with my wife or the kids. Meaningful relationships, mindful living. Creating things - lawn/garden, devices. Repairing things - car, house, stuff "if mankind built it, it can be fixed". Aerospace, physics, problem solving - I like to know how things work, and how to make things work better. Math - I can do numbers. Environment - respecting that we live in a limited and enclosed world. Family.

5 albums

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