Wendy Ann Thompson, CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

Professional

My Philosophy

It is my philosophy that “if you get to know good people, good things happen.” I love meeting new people, hearing their stories and learning what makes them tick. This allows me to put together thoughtful financial plans and ideas that will have lasting impact on families & businesses and gives me the opportunity to service them for years to come.

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

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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.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck