Trevor Thompson Email & Phone Number
Head of Wealth Solutions @ CPC Advisors (Consolidated Planning Corporation)
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Trevor Thompson Location
- Atlanta, GA, US
Trevor Thompson Work
- Head of Wealth Solutions @ (January 2025 - Present)
- Senior Director of Financial Planning @ (January 2024 - Present)
- Director of Financial Planning @ (March 2022 - Present)
- Senior Director of Financial Planning @ (January 2024 - January 2025)
- Senior Financial Planner @ (April 2017 - March 2022)
- Project Consultant @ Daniel Advisors (January 2017 - February 2017)
- Financial Advisor @ JOYN Advisors, formerly GV Financial Advisors (January 2006 - January 2016)
- Financial Consultant @ (January 2005 - January 2006)
- Territory Manager and Product Manager and Engineering Services Manager @ Vinings Industries/Kemira Chemicals (January 1993 - January 2004)
Trevor Thompson Education
- Yale School of Management
(Yale CPWA online program Wealth Management Theory & Practice)
2024-2024 - North Carolina State University
Bachelor of Science (BS) (Pulp and Paper Science and Technology)
Trevor Thompson Skills
- Wealth Management
- Estate Planning
- High Net Worth Individuals
- Estate Tax Planning
- Investment Advisory
- Strategic Planning
- Investments
- Portfolio Management
- Investment Management
- Insurance
- Asset Allocation
- Retirement Planning
- Mutual Funds
- Risk Management
- Wealth Preservation Planning
- Multi-generational wealth transfer
- College Education Planning
- Strategic Financial Planning
- Financial Planning
- Financial Advisory
- Life Transitions
- Liquidity Planning
- Transition Planning
- Charitable Gift Planning
- Multi Generational Wealth Transfer
Trevor Thompson Summary
- Trevor Thompson, based in Atlanta, GA, US, is currently a Head of Wealth Solutions at CPC Advisors. Trevor Thompson brings experience from previous roles at CPC Advisors and CPC Advisors (Consolidated Planning Corporation). Trevor Thompson holds a 2024 - 2024 Yale School of Management. With a robust skill set that includes Wealth Management, Estate Planning, High Net Worth Individuals, Estate Tax Planning, Investment Advisory and more. Trevor Thompson has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Trevor Thompson?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co