Mark

D: 321.253.7980

T: 321.253.7900

F: 866.522.9580

TF: 800.838.4488

709 S Harbor City Blvd Ste 510 Melbourne, FL 32901-1936

Mark G. Thompson,

CFP® Senior Vice President, Wealth Management

Backed up with more than thirty years of experience in the financial services arena, Mark Thompson advises individuals and corporations. He and his team specialize in all facets of wealth management, including estate planning, retirement and financial planning, insurance analysis, risk management and investment allocation, as well as solutions for high net worth corporate executives.

Born in Philadelphia and spending his formative years in Atlanta, Mark graduated from the University of Florida and was employed for several years as a Unit Manager for Procter & Gamble in Memphis, Tennessee. He began his career in financial services in 1987 with E.F. Hutton (now Morgan Stanley/Smith Barney), then accepted a Senior Vice-President's position with Raymond James & Associates in 1995 thereby establishing the Melbourne, Florida office.

Mark attained the CERTIFIED FINANCIAL PLANNER“ certification in 1993 and is an active member of the Financial Planning Association (FPA). He contributes regularly to industry and trade publications such as On Wall Street, Research and Financial Planning magazines, and was also a guest columnist for seven years in Florida Today.

At the request of then Chairman and CEO, Thomas A. James, Mark served two years on the Raymond James Executive Council. The Council represents various business segments within Raymond James, and members convene quarterly to weigh in on issues affecting the firm. He also represented the firm at a 2004 focus group hosted by: the Financial Industry Regulatory Authority (FINRA) in Atlanta. FINRA is the primary private sector regulator of the securities industry, overseeing the activities of more than 5,000 brokerage firms and 663,000 registered representatives. Mark is justifiably proud of an entire career without a single customer complaint.

In 2008, Mark earned the Investment Management Consultant designation**. The certification program covers essential investment management consulting topics such as asset allocation, manager selection and portfolio construction and, therefore, provides advisors with knowledge commensurate with high-level institutional money management consultants. He is also a Retirement Plan Consultant, helping companies review their employee retirement plans for investment suitability, as well as addressing fiduciary concerns.

Mark's community involvement included serving as a board member for Space Coast Early Intervention Center, a school that educates and prepares children with and without special needs for the outside world. He served as chairman of their capital building campaign, coordinating fundraising activities and sharing the school's message with the local community to raise support for a new facility in Melbourne. He was also an active fundraiser for several Christian schools in the area.

When not in the office, Mark and his wife Stacy enjoy spending time with their four children Jami, Alex, Chandler and Mackenzie as well as traveling, fishing and playing 1 sports.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Program. 

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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