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
• BS in Education, University of Georgia (1995)
Awards
MDRT: 2003, 2006-2018
National Association of Insurance and Financial Advisers - Atlanta (NAIFA): 2011-2015
Top Women Financial Award from NAIFA: 2013-2020
Forty Under Forty Award: 2011
Company Honors
Top 5 Advisors--North Atlanta Office 2014-2020
Financial Security Award--Top 50 in Southern Region: 2013, 2017-2019
Best Year Ever: 2003, 2007, 2010, 2013, 2019
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.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2003, 2006-2013
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2014-2018
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2004-2010
Award recognizing persistency and performance
National Sales Achievement Award 2005-2009
Award recognizing performance