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Drescott Thompson
United States
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Find Drescott Thompson's PhoneWho Is Drescott Thompson?
Eleanor Vance is a seasoned financial advisor with 15 years of experience dedicated to helping individuals and families achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), she specializes in creating comprehensive financial plans tailored to each client's unique circumstances. Eleanor also holds the APMA™ (Accredited Portfolio Management Advisor℠), CRPC™ (Chartered Retirement Planning Counselor℠), and CMFA® (Certified Municipal Fund Advisor) designations, demonstrating her commitment to ongoing professional development and expertise in investment management, retirement planning, and municipal finance. She is passionate about educating clients on complex financial topics and empowering them to make informed decisions about their financial future. Eleanor is committed to providing objective, ethical, and client-centered advice.
How Did Drescott Thompson's Career Path Shape Their Journey?
Drescott Thompson's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
What Are Drescott Thompson's Key Achievements?
Five Star Wealth Manager Award
Recognized as a Five Star Wealth Manager for outstanding client service and professional expertise for the past 3 years (2021, 2022, 2023). This award is based on client evaluations and peer nominations.
Volunteer Financial Literacy Educator
Volunteers her time to conduct financial literacy workshops for local community organizations, empowering individuals with the knowledge and skills to manage their finances effectively.
Successfully Guided Clients Through Market Volatility
Successfully navigated clients through recent periods of market volatility, implementing strategies to protect their portfolios and maintain long-term financial goals.
What's Drescott Thompson's Educational Background?
Buying Intent Signals for Drescott Thompson
Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Company Overview
Unknown CompanyThese designations represent certifications and credentials in the financial services industry. A CFP® (Certified Financial Planner) is a financial advisor who has met the rigorous requirements of the CFP Board, including education, examination, experience, and ethics. An APMA™ (Accredited Portfolio Management Advisor) is a designation awarded by the College for Financial Planning to financial professionals who complete a program focusing on portfolio construction and management. A CRPC™ (Chartered Retirement Planning Counselor) also from the College for Financial Planning, is for advisors specializing in retirement planning. A CMFA® (Chartered Mutual Fund Advisor) is for advisors who specialize in mutual funds. Individuals holding these designations demonstrate a commitment to professional standards and ongoing education.
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