Simon Thompson, CFA
Simon Thompson, CFA
Simon Thompson, CFA
Senior Vice President & Wealth Advisor
Simon is a Wealth Advisor at TLWM Financial and is a member of the Investment Committee that oversees and directs the TLWM discretionary portfolios. Simon serves as a primary point of contact for clients, allowing TLWM to fully understand clients’ ever-evolving personal and financial situation.
Simon began his career in financial services in 2005 after graduating from Trinity University in San Antonio, Texas with a degree in Economics. Simon gained a broad range of investment experience working for a large, Registered Investment Advisor in the San Francisco Bay area for four years. Simon and his wife Jamie then decided the time was right to move back to the San Antonio area in 2009 when Simon joined the TLWM team. Simon holds the Chartered Financial Analyst® (CFA®) designation. The CFA® charter represents a tradition of upholding the highest standards of education and integrity in the investment profession.
Simon and his wife, Jamie, have two young daughters, Ainsley and Emily. He enjoys spending time with friends and family, playing golf, and watching sports in his free time. Simon serves on the board for Ronald McDonald House Charities of San Antonio, which provides safe temporary living accommodations for critically ill children and their families while receiving medical treatment.