Brian Thompson focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then he helps create a customized wealth management approach that can be flexible as needs and market conditions change. Brian provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.

Brian follows the deep-seated Merrill tradition of participating in the communities he serves. This drives his interest in spending time volunteering with organizations in his community.