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Michael M. Thompson
Senior Vice President Wealth Advisor Truist Bank

120 E Baltimore St

Baltimore, MD 21202-1605

About me

Background

Mike Thompson is a Senior Wealth Advisor with 20 years of financial services experience across Institutional Fixed Income Sales & Trading and Private Wealth Management. As a Wealth Advisor, Mike works primarily with entrepreneurs and high net worth families to take a holistic and strategic approach to business transition and comprehensive financial planning. He works with a team of Investment Specialists, Wealth Planning Strategists, and Trust Advisors to develop tailored recommendations to help clients address their goals.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA - Finance
UNC Kenan-Flagler Business School 2009
BA - Economics and Philosophy
University of North Carolina at Chapel Hill 2002

Personal Interests

Originally from McLean, VA, Mike now lives in Ruxton, MD, with his wife Sally, and two children, Michael and McLane, after having spent periods of his life in: Princeton, NJ; Memphis, TN; New York, NY; and Chapel Hill, NC. 

Mike is an active member in the following groups: The Baltimore Cotillion, The Maryland Society of Colonial Wars, The VA chapter of the Society of the Cincinnati, The Lawrenceville School, The Calvert School Parent Ambassador’s Board, and The Baltimore Platform Tennis League.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Sterling Award Winner*
BB&T now Truist 2019
Performance Excellence Award**
Truist 2020

*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.


**The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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