Bill Thompson - Financial Advisor

I have worked in the financial services industry since 2000, having begun my career working for large wealth management firms in Boston and New York before joining Waddell & Reed in January 2014.

For me, financial planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve striven for their whole lives . My business is built on knowing you. We will talk about the finances, the dreams and those concerns that keep you up at night; my priority is to understand how it all works together uniquely for you. Once I have a working knowledge of your situation I will use my experience and knowledge to collaborate with you to deliver a custom experience. Any work that we do together will be tailored specifically to you, based on your hopes and needs.
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Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.

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