Professional
As a wealth management advisor, my most valuable investment is the one I make in you. Understanding your unique story allows us to implement innovative and pragmatic tactics to execute your vision for your future. When we are able to connect the dots between those details to the larger picture, my clients experience an authentic “a-ha moment,” gaining a fresh perspective on what their future could possibly look like with the appropriate financial plan in place.
As your financial ambitions actively evolve with each new chapter, it is critical to have an advisor who is prepared to grow alongside you with your goals in mind. Our adaptable planning model allows me and my team to individually address specific areas that require more tactical scrutiny or cultivate a holistic series of solutions designed for long-term impacts.
No matter the pace of life, you can have confidence that Northwestern Mutual’s leading industry standards, high-quality products and outstanding service will be there every step of the way.
Specialties: Comprehensive Financial Planning | Retirement Planning | Insurance Planning | Investments & Portfolio Evaluation | College Funding Strategies | Business Planning
Education
• University of Georgia (1995)
Awards
• National Association of Insurance and Financial Advisers - Atlanta (NAIFA) --
• Forty Under Forty Award (2011)
Professional Designations
Ongoing professional development is paramount to Wendy Thompson's practice. To best serve her clients & stay current on the latest industry knowledge, she has earned the following designations:
CERTIFIED FINANCIAL PLANNERTM (CFP®) Certification
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Chartered Advisor for Senior Living (CASL®)
Certification for Long-Term Care (CLTC)
Physicians Nationwide
Wendy Thompson is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.