Edward Thompson
Senior Director, Wealth Management
Edward helps clients plan for and navigate major life and financial events, such as business transitions, the birth of a child, college planning, asset aggregation, retirement, major asset gifting and charitable giving.
Leveraging his more than 25 years of experience, Edward’s wealth management strategies and sound investment advice encompass a variety of life stages and situations, including estate planning, helping individuals and families make the best possible decisions about their complex business and personal finances.
Edward has two daughters, and enjoys playing golf, snow skiing and gardening.
EDUCATIONÂ
- Bachelor of Arts, finance and accounting, Purdue University Northwest
