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Simon Thompson

Senior Vice President & Wealth Advisor

TLWM Financial

United States, Texas, San Antonio

About Me

Simon is Senior Vice President & Wealth Advisor at TLWM Financial (TLWM) and is a member of the Investment Committee that oversees and directs the TLWM discretionary portfolios. Simon also serves as a primary point of contact for clients, allowing TLWM to fully understand clients’ ever-evolving personal and financial situation. Simon began his career in financial services in 2005 after graduating from Trinity University in San Antonio, Texas with a degree in Economics. Simon gained a broad range of investment experience working for a large, Registered Investment Advisor in the San Francisco Bay area for four years. Simon and his wife Jamie then decided the time was right to move back

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Profile Information

Senior Vice President & Wealth Advisor

TLWM Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Antonio

Texas

United States

Jul 15, 2024

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