Sovereign Capital Vantage, Inc.

Diana Thompson is a Series 65-licensed financial advisor at Sovereign Capital Vantage, Inc. with nine years at the firm. Her background includes several years working in public schools in Virginia and Mississippi. She is also a corporate secretary and owner of Sovereign Capital Vantage, contributing to corporate responsibilities. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis and offers services for both custodied and held-away retirement accounts.

Marc Thompson is a financial advisor at Sovereign Capital Vantage, Inc. in Ashland, VA, holding Series 63 and Series 66 designations with 17 years of industry experience. He previously worked at Edward Jones for seven years before joining Sovereign Capital Vantage in 2017. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a mix of fundamental and technical analysis with both long- and short-term strategies, including options trading, and oversees approximately $26.8 million for around 68 clients across three offices.