MEET OUR ASSOCIATES
Associate: D. Blair Thompson
Phone: 704-575-1148
Email: bthompson@cplanning.com
Website: www.cplanning.com
Address: 4201 Congress Street
Suite 295
Charlotte, NC 28209
After graduating from The University of North Carolina at Chapel Hill, Blair pursued his passion of investing and financial planning by starting a career in Wealth Management. Being involved in numerous trading and portfolio management transactions provided him great insight into the real challenges and opportunities for business owners and individuals throughout all phases of life...including the pitfalls of traditional planning. Blair has been previously recognized as a top producer with different major carriers, and in one instance also distinguished as a leading new financial representative in the country.
Blair specializes in helping business owners, working or retired professionals, land owners and corporations protect, grow and ultimately distribute wealth with tax-efficient strategies available in the marketplace. If a client or prospective client is willing to committ time and data, he is willing to share valuable strategies based strictly on FACTS. So much of the financial services industry bases recommendations on myths or achieving some number based on lavish projections. Blair's goal is to educate and serve those clients wanting to peel back the onion and explore ways to enhance retirement income, preserve family legacies, coordinate business financial growth and get more out of their money.
In his spare time, Blair enjoys hunting, fishing, golf, basketball, shooting, racquetball and tennis.
A GOAL WITHOUT A PLAN IS JUST A WISH!
Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.