Jeff Thompson

About Jeff Thompson

All the moving pieces of our financial lives can be stressful.If you let them, they’ll not only stop you from accomplishing goals and moving forward, but can prevent you from building a powerful heritage. Our team is built to help you take back control:> Get Organized: Between old 401k statements and investment statements, insurance documents and legal documents, knowing what you have and how it all works will lift a huge weight from your shoulders.> Gain Confidence: Uncertainty breeds fear. On the other hand, knowing where you stand today, where you’re going and how you’re going to get there can give you a ton of confidence.> Be Proactive: One thing we know for sure is that fate is a terrible writer. Having a plan of attack allows you to write your own story - making proactive decisions in your financial life and beyond.Your heritage is about more than just an investment strategy. It’s time to work with a team that cares more about you than your money.Visit to learn more and schedule a call with our team information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for

Experience

1. Financial Advisor

   Heritage Wealth Advisors

   Aug 2021 — Present · Cincinnati, OH, US

Education

• Miami University

  Bachelor's degree

  2005 — 2009