John F Thompson
Advisor at Merrill — Schaumburg, IL N Martingale Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Schaumburg, IL 60173
Merrill
Institution
John Thompson is the Senior Resident Director at Merrill, with professional experience dating back to 1985. He has served as a Senior Vice President and Wealth Management Advisor, specializing in providing financial strategies tailored to individual clients' goals and long-term growth. John leads a team that focuses on diverse and disciplined portfolio management, utilizing Model Portfolio Strategies to implement discretionary portfolio management on behalf of clients.
John holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. He emphasizes helping clients understand and manage risk effectively across their financial portfolios.
Residing in the Arlington Heights community with his family, John enjoys baseball, boxing, football, music, reading, running marathons, and spending time with his family. He values building long-term relationships with clients and providing clear, accessible guidance through different stages of their financial lives.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Schaumburg, IL N Martingale Rd
10 N Martingale Rd
Schaumburg IL 60173
Advisors at this office
34
Illinois · Texas
41 years of industry experience
Bank Of America, N.a.
2011 - Present • 15 years
Schaumburg, IL
Merrill
1985 - Present • 41 years
Schaumburg, IL
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