David Thompson
Financial Advisor, Managing Director - Investments at Wells Fargo Advisors | Greensboro--Winston-Salem--High Point Area
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David Thompson, a seasoned Financial Advisor and Managing Director of Investments at Wells Fargo Advisors, brings over 35 years of experience in the financial services industry to his clients in High Point, NC. His extensive background equips him to navigate the complexities of the financial landscape, offering tailored investment strategies that align with each client's unique goals and risk tolerance. David's expertise spans a wide array of financial services, including asset allocation, retirement planning, and wealth preservation strategies.
At Wells Fargo Advisors, David is deeply involved in key projects that focus on developing comprehensive financial plans that address both immediate and long-term objectives. He emphasizes the importance of tax-efficient strategies and risk management, ensuring that his clients are well-prepared for market fluctuations. By leveraging his knowledge of mutual funds and bonds, David crafts investment portfolios that not only seek growth but also prioritize stability and security.
David’s commitment to personalized service means that he takes the time to understand the individual needs of his clients, guiding them through the intricacies of retirement savings and insurance options. His proactive approach allows clients to feel confident in their financial decisions, knowing they have a seasoned professional by their side. As the market continues to evolve, David remains dedicated to helping clients navigate future shifts with sound strategies and informed insights, reinforcing his reputation as a trusted advisor in the financial community.
Financial Advisor, Managing Director - Investments at Wells Fargo Advisors in February 2001 to Present
Financial Advisor at J.C. Bradford / UBS PaineWebber in September 1991 to February 2001
Financial Advisor at Prudential Securities in September 1989 to September 1991
Sales Representative at Case Communications in May 1987 to May 1989
Sales Representative at Datatel in May 1987 to May 1989
Sales Representative at NCR Comten in August 1984 to May 1987
Sales Representative at NCR Corporation in August 1984 to May 1987
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Asset Allocation
Financial Advisory
Financial Services
Fixed Income Strategies
Insurance
Investment Strategies
Investments
Retirement Planning
Retirement Savings
Risk Management
Securities
Variable Annuities
Strategic Planning
Wealth Preservation Planning
Retirement Plan Options
Tax Efficient Strategies
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Discover more about Wells Fargo AdvisorsWhat is David Thompson email address?
Email David Thompson at [email protected] and [email protected]. This email is the most updated David Thompson email found in 2026.
What is David Thompson phone number?
David Thompson phone number is +17044022303 and +13366877476.
How to contact David Thompson?
To contact David Thompson send an email to [email protected] or [email protected]. If you want to call David Thompson try calling on +17044022303 and +13366877476. (updated on November 04, 2024)
What company does David Thompson work for?
David Thompson works for Wells Fargo Advisors
What is David Thompson's role at Wells Fargo Advisors?
David Thompson is Financial Advisor, Managing Director - Investments
What industry does David Thompson work in?
David Thompson works in the Financial Services industry.
David Thompson Email Addresses
David Thompson Phone Numbers
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