Mark Thompson serves as the Senior Vice President-Investments Managing Director and Certified Financial Planner (CFP®) at Raymond James & Associates, where he leverages over 28 years of extensive experience in the financial services industry. His expertise spans a wide array of wealth management disciplines, enabling...
Mark Thompson serves as the Senior Vice President-Investments Managing Director and Certified Financial Planner (CFP®) at Raymond James & Associates, where he leverages over 28 years of extensive experience in the financial services industry. His expertise spans a wide array of wealth management disciplines, enabling him to provide tailored advice to individuals, corporations, and retirement plans. Mark's approach is deeply personalized, ensuring that each financial strategy is meticulously crafted to align with his clients' unique situations, preferences, dreams, and goals.
At Raymond James, Mark leads a dedicated professional group that specializes in comprehensive wealth management solutions. His key projects often involve intricate estate planning, retirement income strategies, and risk management, allowing clients to navigate the complexities of financial landscapes with confidence. Mark is particularly adept at retirement cash flow analysis and developing innovative retirement income strategies that ensure financial stability throughout his clients' lives. His proficiency in life insurance and annuities, trust planning, and corporate executive solutions further enhances his ability to deliver holistic financial guidance.
In addition to his technical skills, Mark is recognized for his strategic insights into investment allocation and wealth preservation strategies. He employs a proactive approach to investment management, adapting portfolios to account for market fluctuations and personal circumstances. Through his commitment to client education and empowerment, Mark Thompson not only helps clients achieve their financial objectives but also fosters long-term relationships built on trust and transparency. His mission is clear: to guide clients through every stage of their financial journey, ensuring they are well-prepared for whatever the future may hold.
