Andrew Thompson
Regional Vice President @ Mercer Advisor
- Role
- Regional Vice President & Shareholder at Mercer Advisors
- Location
- Vail, CO, US
- LinkedIn followers
- 500 followers
About Andrew Thompson
Mercer Advisors benefits from Andrew\'s 17+ years of expertise in financial services, combining wealth management, financial planning, and customer-focused solutions. As a Regional Vice President, Andrew collaborates with a team to simplify complex financial needs, offering a unified family office approach that integrates tax planning, estate strategies, and investment management. Andrew’s mission is to empower families to achieve financial well-being, a cornerstone for a fulfilling life. Known for his consultative approach and solution-driven mindset, he has contributed to Mercer Advisors’ growth as one of the nation\'s largest and fastest-growing RIAs. Based in Vail, Colorado, Andrew is also an entrepreneur, owning rental property as a HomeAway Premiere Partner and Airbnb Superhost.
Experience
Regional Vice President & Shareholder
Feb 2021 — Present · Vail, CO, US
Advisors is one of the country’s largest, oldest and fastest growing RIAs & financial planning firms. We offer a unified family office service that brings together financial planning, investment management, tax planning and preparation, insurance, estate planning and trustee services.
Education
Theodore Roosevelt High School
High School Diploma
2001 — 2005
Northwestern University
Bachelor of Arts, American Studies; History, Americas Concentration
Northwestern University
CERTIFIED FINANCIAL PLANNER™ certification, Financial Planning and Services
2014 — 2014
Skills
- Analysis
- Leadership
- Retirement Planning
- Portfolio Management
- Fixed Income
- Sales
- Loans
- Commercial Banking
- Investment Management
- Program Management
- Disability Insurance
- Investment Banking
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Relationship Management
- Small Business
- Series 7
- Retirement
- Investments
- Investment Advisory
- Strategic Financial Planning
- Business Analysis
- Financial Services
- Crm
- Venture Capital
- Securities
- Cash Management
- Estate Planning
- Insurance
- Wealth Management
- Equities
- Credit
- Financial Modeling
- Wealth
- Asset Management
- Financial Advisory
- Real Estate
- 401k
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.