Justin Thompson

Justin Thompson
Financial Advisor Investment Services Group Truist Investment Services, Inc.

200 W Vine St

1st Floor,

Lexington, KY 40507-1612

About me

Background

Justin Thompson is a financial advisor with Truist Investment Services, Inc., offering three years of financial services experience. He serves the central and south-central regions of Kentucky, including the Lexington, Winchester, Springfield, Somerset, and London markets. He follows a four-step approach to financial planning: get to know the client’s goals and aspirations; offer specific, detailed solutions to help meet their needs; implement an appropriate strategy; and periodically review the strategy to help monitor the plan as it continues to work throughout every different stage of the client’s life.

Thompson joined our predecessor firm, BB&T Securities, in 2020, from Morgan Stanley, where he’d served as a financial advisor since 2018. He holds his Series 7 and Series 66 securities registrations, as well as his health and life insurance licenses. His father, Tracy Thompson, a 22-year financial services industry veteran—and also a Truist Investment Services, Inc., financial advisor—was the inspiration for his career choice. 


Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor in Business Management
University of Kentucky, Gatton School of Business and Economics 2015

Personal Interests

Thompson is a graduate of the University of Kentucky, a member of the UK Alumni Association, and an avid UK basketball and football fan. He’s also a member of the Lexington Young Professionals Association (LYPA), where he connects with other younger professionals who offer fresh perspectives about business, news, and work/life balance. Thompson lives in Richmond, KY, with his wife Savannah, who is a behavioral analyst for kids diagnosed with autism. Together, they have a two-year-old son, Jude.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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