Holly Thompson
Holly Thompson
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Holly Thompson
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ABOUT
Holly E. Thompson founded Thompson Wealth Management to help clients reach their life goals by providing objective financial guidance. TWM is a private, independently owned investment and wealth management firm serving individuals in the Gulf Coast area whose approach allows clients to maintain and grow sustainable distributions while increasing their capital base over time.
Holly's experience includes seven years in portfolio management and over fifteen years in the financial industry. She is a member of the Association for Financial Professionals (AFP) and the American Association of Individual Investors (AAII).
Holly's experience includes seven years in portfolio management and over fifteen years in the financial industry. She is a member of the Association for Financial Professionals (AFP) and the American Association of Individual Investors (AAII).
SNAPSHOT
- Description: Independent financial planner/advisor. Trading frequency: Daily
- Interests: Dividend stock ideas & income, ETFs, Mutual funds, REITs, Stocks - long, Stocks - short, Tech stocks
COMPANY
Thompson Wealth Management Our mission at Thompson Wealth Management is to create life-long client relationships built on a foundation of trust and client satisfaction. Our values are based on experience and knowledge of investment planning, investments and financial markets. We work with our clients to formulate a comprehensive ...More
investment plan and provide ongoing guidance and direction.
Wealth Management is an ongoing partnership between the advisor and the client. We believe that a long-term relationship is the most beneficial for our clients. The real value of our services lies in the planning, the ongoing guidance, expertise and support to adjust and fine-tune your plan as your personal circumstances and the world around you continues to change.
Thompson Wealth Management offers a variety of services, tailored to fit your specific needs:
Free Consultations
Retirement Planning
Risk Management
Investment Management
Market Research
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Chevron $CVX reported Q1 EPS of $3.18 beats by $0.11. Revenue of $56.8B misses by $10.07B.
Apr 26, 2013
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