Justin Thompson
Assistant Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
546 South Highway 27
Somerset, KY 42502
About me
Background
Justin Thompson is a financial advisor with Truist Investment Services, Inc., offering six 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 plan throughout the different stages of the client's life.
Thompson joined Truist in 2020, from Morgan Stanley, where he'd served as a financial advisor since 2018. He holds his Series 7, 63, and 65 securities registrations, as well as his health and life insurance licenses. His father, Tracy Thompson, a 26-year financial services industry veteran, and also a Truist Investment Services, Inc., financial advisor, was the inspiration for his career choice.
Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal Interests
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
