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FINANCIAL ADVISOR

Kevin Thompson

WMCP®
10164 Beach Dr SW Suite 6, Calabash, NC 28467opens in a new window
Accepting New Clients
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About Kevin

Helping people is my passion, the same way my father helped people as a police officer and my mother helped people as a nurse. I've always had a strong analytical mind and loved math, so after graduating college in 2008, I turned those skills and passions into a career where I find great satisfaction in guiding families and individuals on their wealth journey.

When we sit down to meet for the first time, I will strive to learn as much as I can about what is most important to you. We'll use an established process to identify and prioritize your...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Intergenerational Planning

Work History

  • Edward JonesOctober 2021 to Current
  • Truist Advisory Services, Inc.February 2021 to October 2021

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Education

  • Albright CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Pets
  • Volunteering
  • Basketball
  • Community Outreach

Team Members

  • Jennifer Ernstes
    Sr. Branch Office Administrator
    FPQP®
  • Tracie Erwin
    Sr. Branch Office Administrator
  • Amy Crooks
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(910) 579-5433

Fax

(844) 803-9275

Office Address

10164 Beach Dr SW Suite 6
Calabash, NC 28467opens in a new window

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