Wendy Ann Thompson
Wealth Management Advisor|CFP®, RICP®, CLU®, ChFC®, CASL®
Building Wealth One Relationship at a Time
Wendy on the Weekends
Wendy's weekends are all about embracing her active spirit. Hailing from sunny Vero Beach, Florida, she developed a deep love for sports and an active lifestyle that continues to define her character. Whether it's a round of golf, a game of tennis, or invigorating boot camps at Piedmont Park, Wendy thrives on staying active and enjoying the outdoors. And her passion for sports doesn't end there; as a dedicated UGA football fan, she's a regular at most games every season. In fact, in 2018, Wendy's love for the Bulldogs led her to connect an impressive 50 people with face-value tickets for the epic Rose Bowl showdown between Georgia and Oklahoma. It's all about embracing the energetic side of life!
Wendy in the Classroom
Wendy's educational journey led her to the University of Georgia, where she cultivated the skills and knowledge that would later become the foundation of her successful career. Armed with a degree, Wendy moved to the Atlanta area in 1998, ready to embark on new challenges. Her continuous commitment to learning and self-improvement is a key aspect of her professional life. Holding numerous industry designations, Wendy stays at the forefront of financial knowledge, ensuring that she can offer the best guidance and support to her clients. For Wendy, education is not just a personal passion; it's a valuable resource that she readily shares with her clients, empowering them to make informed financial decisions.
Wendy in the Office
As a Wealth Management Advisor with Northwestern Mutual since 2010, Wendy's career has been defined by her dedication to building and maintaining relationships. For her, it's not about selling products; it's about creating meaningful connections with her clients. Wendy believes that the most valuable investment she can make is in her clients, understanding their unique stories to implement innovative and pragmatic strategies that align with their future vision. She sees herself as a financial partner, ready to adapt alongside her clients as their financial ambitions evolve. Wendy's adaptable planning model offers tailored solutions to address specific financial needs or comprehensive strategies designed for long-term impact. With Wendy, clients can have confidence in Northwestern Mutual's industry-leading standards, top-tier products, and exceptional service. Wendy specializes in Comprehensive Financial Planning, Retirement Planning, Insurance Planning, Investments & Portfolio Evaluation, College Funding Strategies, and Business Planning. Her goal is simple: to inspire her clients to live their best life through creative planning and an engaging financial experience. Wendy strives to be not just your financial advisor, but your trusted partner in building a secure and fulfilling financial future.
Company Honors
Top 5 Advisors--North Atlanta Office 2014-2020
Financial Security Award--Top 50 in Southern Region: 2013, 2017-2019
Best Year Ever: 2003, 2007, 2010, 2013, 2019
National Association of Insurance and Financial Advisors Quality Award 2011-2015
National Quality Award 2004-2010
National Sales Achievement Award 2005-2009
Forbes | Best-In-State Top Financial Security Professional: 2023
Forbes Best-In-State Top Financial Security Professional: 2023. Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
NAIFA Top Women Advisors of Atlanta : 2013-2021
NAIFA Top Women Advisors of Atlanta: 2013-2021. Awarded by National Association of Insurance and Financial Advisors (NAIFA), Atlanta. The award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in business, and community involvement. Recipients are anonymously chosen by a panel of NAIFA-Atlanta board members. Advisors must be a NAIFA member and pay an application fee. Rankings and recognitions are no guarantee of future investment success.
NAIFA-Atlanta Top Advisor Under 40 (2011)
NAIFA-Atlanta Top Advisor Under 40: 2011. Awarded by National Association of Insurance & Financial Advisors (NAIFA), Atlanta. NAIFA-Atlanta’s Top Advisors Under 40 award recognizes professionals 40 years of age or younger in the insurance and financial services field. The award is based on sales results, years in business and community involvement. Recipients were nominated by their peers. Final recipients were chosen by a panel of NAIFA-Atlanta board members. Advisors must be a NAIFA member and pay an application fee. Rankings and recognitions are no guarantee of future investment success.
MDRT: 2003, 2006-2018
MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
National Association of Insurance and Financial Advisers - Atlanta (NAIFA): 2011-2015
National Association of Insurance and Financial Advisers - Atlanta (NAIFA): 2011-2015
Wendy in the Community
Wendy is more than just a financial advisor; she's an active member of her community. Her home in the Buckhead community of Atlanta is where her heart resides. Wendy's dedication extends beyond her career; she's deeply involved with the Cherokee Town & Country Club, where she has served on various committees and played a vital role in Club Governance. Her commitment to community and leadership showcases her belief in giving back and making a positive impact where she lives. Wendy isn't just about financial success; she's equally passionate about enriching the lives of those around her.
Volunteer with "Tee It Up For Life" for American Cancer Society
The American Cancer Society is a nationwide, community-based voluntary health organization dedicated to eliminating cancer as a major health problem. Global Headquarters are located in Atlanta, GA with regional and local offices throughout the country to ensure a presence in every community.
Advocate and Volunteer with MUST Ministries
MUST addresses the basic needs of individuals, families and children with facilities in Cobb and Cherokee counties and programs in numerous other counties. MUST brings people of many faiths together to respond to God's challenge to minister to others with compassion and love, without judgment of the beliefs, background, or circumstances of those who serve or are being served.
