Shirley Thompson
,

Senior Vice President, Senior Financial Advisor

3 Better World Cir
Temecula, CA 92590
951.308.6414
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
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.
Shirley enjoys travelling and loves baseball. She has been to all but four baseball stadiums in the country. Shirley lives in Murrieta, CA with her husband, Robert, and their four children, Madison, Matthew, Mackenzie and Maverick. Robert is a licensed attorney and CERTIFIED FINANCIAL PLANNER professional at Merrill Lynch Wealth Management.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and CFP® in the U.S. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Merrill Life Agency's California License Number 0522776
Recognition
Forbes "Top Next-Generation Wealth Advisors", 2020
(Published on July 22, 2020. Rankings based on data as of March 31, 2020.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Click here to learn more about advisor recognitions
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Shirley Thompson is registered to do business in AL, AZ, CA, DE, FL, ID, KS, KY, MD, MO, NC, NV, OR, SC, TX, UT, WA.