Lynda J. Thompson

Senior Relationship Manager

With more than 35 years of financial services experience, I ensure that clients' operational, administrative, and trading needs are handled accurately and quickly. I handle the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, setting appointments, and answering questions regarding statements and documents. Andy and I are the first to call if you have questions about your investment planning process; we'll ensure that your needs are responded to promptly.

My husband Dan and I have 2 children and 5 grandchildren. We love to get together at our family cabin north of Alexandria whenever we can. Dan and I also like to travel in the winter to warm getaways and escape a little of the cold.

Dan, Andy, and I are committed to improving the lives of our clients. By providing over 60 years of combined professional financial industry experience, premiere services, robust tools, and sound advice, you have a team that is fully invested in you!

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