Shirley Thompson is a Senior Vice President, Senior Financial Advisor, with Merrill Lynch Wealth Management in Temecula, CA.

With more than 15 years of in-depth experience in the financial services industry, Shirley helps clients to reach financial goals by working in conjunction with CPAs and attorneys. Shirley’s Industry Credentials include: Series 7, 66 FINRA registration and Insurance License. She has completed Fundamentals of Investments and Process and Environment from The American College. Shirley is a qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. Lastly, Shirley holds an industry designation, Chartered Retirement Planning Counselor, CRPC.

Shirley plays an active role with Best Buddies, a nonprofit organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships for people with intellectual and developmental disabilities. Shirley earned her Bachelor’s of Science Degree in Business Administration with a dual emphasis in Finance and MIS (Management Information System) from UC Riverside. She also earned her MBA with an emphasis in Finance from California State University, Long Beach.