CONNECT

Address:

4333 Boulevard Park North
Mobile, AL 36609

Phone:

251-633-2485 Phone: 866-209-0550

Fax/Other:

251-633-2107

John Thompson, CFP®, CLU®, CES®, CFS®

John Thompson, CFP®, CLU®, CES®, CFS®

Senior Financial Advisor - Managing Partner

John has worked as a financial advisor since 1993.  He started his career with Merrill Lynch where he was a senior financial advisor and assistant vice president. In March 2003, he established his business, Thompson Wealth Management and Life Planning, Inc. and joined the Wells Fargo Advisors Financial Network, LLC (WFAFN).

John is a graduate of the University of South Alabama with a Bachelor of Science in Finance. He is a member of the Financial Planning Association, and the Society of Financial Service Professionals. He is currently a board member of the Mobile Fellowship of Christian Athletes and the University of South Alabama’s Economic/Finance Department Advisory Board. John has served as President of the Mobile Azalea City Kiwanis, Vice President of the Mobile Citizen’s Budget and Financial Advisory Committee, President of the Estate Planning Council of Mobile as well as on the board at Ladd-Peebles Stadium. John is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has earned the Chartered Life Underwriter (CLU®), Certified Estate and Trust Specialist (CES®) and Certified Fund Specialist (CFS®) designations. John places a strong emphasis on education. He believes in continually honing his knowledge, approach, investment choices, and processes, as well as helping his customers understand their financial choices and the reasoning behind his recommendations. In today’s constantly changing financial services industry, he feels that it is important to stay abreast of new developments and interact with industry experts. That is why you will often find him attending conferences, educational meetings and working on continuing education.

John spends his free time with his wife, Dana, who is a teacher at St. Luke’s School, and his two children, Elizabeth and John Jr. John enjoys coaching sports, tennis, golf, hunting, workouts and family time. He participates in the community through the Rotary Club, Christian Business Men’s Connection (CBMC), and volunteers his time and resources to local charities and civic groups.

Phone 251-633-2485
Fax 251-633-2107
Mobile Phone 251-423-0868
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