Thompson Wealth Management of Raymond James

Thompson Wealth Management of Raymond James Mark G Thompson, CFP, Sr. Vice-President, Wealth Management
Angelo Oddo, CFP
Alex Thompson, CFP

With more than twenty eight years experience in the financial services arena, Mark Thompson advises individuals, corporations and retirement plans. He and his group specialize in all facets of wealth management, including estate planning, retirement and financial planning, insurance analysis, risk management and investment allocation, as well as solutions for high net worth corporate executives. F

ocusing on legacy planning, Mark works alongside other professionals such as estate planning attorneys and CPAs to design, implement and monitor solutions to help clients reach their financial goals and objectives. He is the founding member of Thompson Wealth Management of Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Depending on the source, about half of Americans know they should have a will but don't. Not surprising, since the proce...
10/04/2022

Depending on the source, about half of Americans know they should have a will but don't. Not surprising, since the process can be confusing and perhaps distressing. However, there are strategies to help us codify our wishes in a very practical sense.

www.raymondjames.com

Amid soaring inflation and interest rates, investors are anticipating central banks' every move on the economic playing ...
10/04/2022

Amid soaring inflation and interest rates, investors are anticipating central banks' every move on the economic playing field. But what is the Fed's game plan for beating inflation? CIO Larry Adam explores this and more in Investment Strategy Quarterly.

www.raymondjames.com

Wishing you and your family a safe and happy Labor Day. Raymond James offices and the markets are closed Monday, Septemb...
09/05/2022

Wishing you and your family a safe and happy Labor Day. Raymond James offices and the markets are closed Monday, September 5, in observance of the holiday.

It is understandable that Fed Chair Jerome Powell would not declare premature victory over inflation, even if markets di...
08/31/2022

It is understandable that Fed Chair Jerome Powell would not declare premature victory over inflation, even if markets didn't react well, said CIO Larry Adam. Read more:

www.raymondjames.com

Equity futures indicate a reflective rebound following losses in the last two sessions. Read insights from Mike Gibbs, d...
08/30/2022

Equity futures indicate a reflective rebound following losses in the last two sessions. Read insights from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com

09/29/2021

Many of us will eventually rely on some form of long-term care. Let's connect to talk about how you can incorporate future-minded strategies into your holistic financial plan.

Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.
09/29/2021

Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.

www.raymondjames.com

"We tend to get three to four 5% or more pullbacks in a given year," explains Raymond James CIO Larry Adam. "It's likely...
08/24/2021

"We tend to get three to four 5% or more pullbacks in a given year," explains Raymond James CIO Larry Adam. "It's likely that we'll see one in the near term."

www.raymondjames.com

A recent study found that people routinely over-estimate their Social Security benefits.
07/21/2021

A recent study found that people routinely over-estimate their Social Security benefits.

www.forbes.com

Check out the latest from Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs.
07/19/2021

Check out the latest from Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs.

www.raymondjames.com

Address

709 S Harbor City Boulevard , Suite 510
Melbourne, FL
32901

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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