Sydney Thompson
Wealth Manager, Area Director, and Partner at Merit Financial Advisors
- Role
- Wealth Manager at Merit Financial Advisors
- Location
- Neenah, WI, US
- LinkedIn followers
- 500 followers
About Sydney Thompson
Sydney Thompson, CFP® is a Wealth Manager in the Sheboygan Falls, WI and De Pere, WI branches of Merit Financial Advisors. Sydney is an experienced financial planner who believes in bringing a comprehensive financial planning approach to her client’s unique goals, values, and needs. She is a Certified Financial Planner® practitioner and her expertise includes all areas of financial planning, including investment management, tax strategies, risk management, estate planning, Social Security optimization, income planning, and retirement planning. Sydney strives to provide customized financial planning solutions that inspire confidence in her client’s futures at any stage in life, whether planning for retirement, buying a home, or going through a major life transition.Sydney was born and raised in northern Wisconsin and now resides in Neenah, Wisconsin. Sydney is a graduate of the University of Wisconsin, Oshkosh with a Bachelor of Business Administration in Finance (Summa Cum Laude). In her spare time, Sydney enjoys spending time with friends and family, reading, traveling, hiking, and going up north to spend time on the lake.Certifications:CFP® - Certified Financial PlannerSeries 7 – General Securities RepresentativeSeries 66 – Uniform Combined State Law ExaminationLife, Health, and Disability Insurance Licenses
Experience
Wealth Manager
May 2024 — Present
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America
Education
University of Wisconsin–Oshkosh
Bachelor of Business Administration - BBA, Finance
Minnesota State University, Mankato
Associate of Arts - AA, Finance
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