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Scott Thompson

Scott Thompson, CFP®, CRPC

Private Wealth Advisor
Managing Partner


864-686-5422   /   Email   /   LinkedIn Profile


Scott Thompson, Managing Partner, started in the financial industry in 2000. He became a Wealth Management Advisor to help people pursue their financial goals by providing quality and objective advice.

He enjoys the predictability of numbers, and what he cherishes most in his career are the clients who become like family over time. The relationships he builds with his clients is what sets Scott apart. His priority is his clients’ peace of mind and quite often he is recognized for his unique ability to be a calming influence in the lives of others as they navigate their financial journey.

Scott is a graduate of Clemson University and holds Certified Financial Planner™ and Chartered Retirement Planning Counselor℠ designations.

Scott is married to his wife, Anna, and they have two teenage children, Bentley and Lucas. Also, part of their family is an English Cream Golden Retriever named Lola. Scott loves spending his free time with his family by the lake or playing golf.

He is an active participant in his community, coaching youth baseball, serving as a Church youth group leader and supporting many charities, including Buncombe Street Methodist Church, Greenville Little League, Frazee Center, and Water Missions.

Education and Qualifications

EDUCATION:

Clemson University
College for Financial Planning
Financial Planning Board of Standards, Inc.

LICENSE(S):

Series 7, Series 66, State of South Carolina Insurance License

AFFILIATIONS:

Greenville Estate Planning Council

REGISTERED TO DO BUSINESS IN:

AL, AR, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MD, MI, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

CRPC® conferred by College for Financial Planning.

Contact our private wealth advisors The time to start planning for your financial future is now! Talk to our team (864) 686-5355

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