Anne Thompson CRPC™

Wealth Advisor

Anne’s been in the finance industry for 8 years after 16+ years in the communications industry. Her prior experience in finance was with Charles Schwab and Merrill Lynch. She holds her Chartered Retirement Planning Counselor or CRPC® designation. Anne likes working one on one with individuals and families to accomplish their financial goals, plan for the future, and provide peace of mind through retirement income planning. Anne is originally from NJ, and went to Western Carolina University for college. At Western Carolina she met her husband, local Anderson, SC resident, Bill Thompson. They have spent many years in Greenville, and have two beautiful daughters together. Most of her free time is spent attending High School sport activities with her daughters who play multiple sports.

Professional Designations

  • Chartered Retirement Planning CounselorTM


  • Series 7 and 66
  • South Carolina State Insurance Licenses for Life, Health, Variable Life and Annuity


  • Western Carolina University – Bachelors Degree

Personal & Community Involvement

  • Married with 2 kids
  • Member at St. George Greek Orthodox Cathedral
  • Active sports mom at Riverside High School
  • Volunteer for Junior Achievement: Teaching children financial education