Tarah Thompson
Financial Advisor - Stifel
- Role
- Financial Advisor - Stifel at Stifel Financial Corp.
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Tarah Thompson
As a third-generation financial advisor, I carry forward a family legacy of dedication to helping people plan for their financial goals. My clients value my trustworthiness, technology-driven experience, and commitment to their long-term success.Individuals ready to take control and organize their financial life turn to me for tailored, professional advice. Whether they\'re planning for retirement, funding higher education, seeking investment advice, or leaving a legacy, I provide the guidance they need for their short, mid, and long-term goals. Success doesn\'t just happen, you\'ve got to plan for it. For more information, visit our website at Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
Experience
Financial Advisor - Stifel
Jan 2025 — Present
Services we offer include and are not limited to- Retirement Planning and IRAs (Traditional, Roth, and Rollovers)- College and Higher Education Planning (529 Plans, Education Savings Accounts)- Wealth Planning- Investment Advisory Programs- Fixed Income Investments (Certificates of Deposit, Municipal Bonds, Corporate Bonds)- Equity Investments (Stocks, ETFs, Mutual Funds, Unit Investment Trusts)- Philanthropic Services (Donor-Advised Funds, Legacy Funds)Visit our website at teamthompsonst.com for more information.
Education
Michigan State University
Bachelor of Arts (B.A.)
Michigan State University - Eli Broad College of Business
Masters of Business Administration
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