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Simon Thompson, CFA

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Simon Thompson, CFA

Simon Thompson, CFA

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Simon Thompson, CFA

Senior Vice President & Wealth Advisor

simon@tlwmfinancial.com

Simon is a Wealth Advisor at TLWM Financial and is a member of the Investment Committee that oversees and directs the TLWM discretionary portfolios. Simon serves as a primary point of contact for clients, allowing TLWM to fully understand clients’ ever-evolving personal and financial situation.

Simon began his career in financial services in 2005 after graduating from Trinity University in San Antonio, Texas with a degree in Economics. Simon gained a broad range of investment experience working for a large, Registered Investment Advisor in the San Francisco Bay area for four years. Simon and his wife Jamie then decided the time was right to move back to the San Antonio area in 2009 when Simon joined the TLWM team. Simon holds the Chartered Financial Analyst® (CFA®) designation.  The CFA® charter represents a tradition of upholding the highest standards of education and integrity in the investment profession.

Simon and his wife, Jamie, have two young daughters, Ainsley and Emily. He enjoys spending time with friends and family, playing golf, and watching sports in his free time. Simon serves on the board for Ronald McDonald House Charities of San Antonio, which provides safe temporary living accommodations for critically ill children and their families while receiving medical treatment in

Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Financial Planning Team

Enzo T. Pellegrino, CFP®

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

Jessica Baigen

TLWM CONTACT

  
Phone: 210 541 8600
Email: info@tlwmfinancial.com  

San Antonio

40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216
 

Lubbock

7021 Kewanee Ave.
Lubbock, TX  79424
P: 806-696-3399

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

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