portrait of Phillip D Thompson

About Phillip

One of my long-time clients once told me that the reason he worked with me was so he could be confident about his situation. It struck me in this moment that stress, anxiety and worry are core feelings for many individuals and families as they grow and protect their family's goals. Coming from large extended families, including my wife and three children, I understand the pressures and outside forces that can trigger the worry.

While playing Division 1 baseball during my time at Liberty University, I was often called on during late inning, high pressure situations to close out ball games...

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings

Work History

  • Edward JonesSeptember 2011 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Texas State UnivMaster of Education
  • Liberty UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Fishing
  • Baseball
  • Cooking
  • Golfing

Team Members

  • Madelyn Meadows
    Sr. Branch Office Administrator
  • Jacky Droste
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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