Harry Thompson

Harry Thompson, CRPC®, is currently a Client Relationship Manager at TIAA, where they focus on providing comprehensive investment planning tailored to clients' needs. With over ten years of industry experience, Harry previously worked at Wells Fargo Advisors as both a Registered Client Associate and a Financial Advisor, emphasizing high-quality client service and tailored wealth strategies. Harry also has a background in consumer lending and began their career at LPL Financial as a Client Service Representative. A graduate of Winthrop University, Harry completed the CFP program at Queens University of Charlotte and holds the Chartered Retirement Planning Counselor designation. Committed to community service, Harry has volunteered with organizations such as Heart Math Tutoring and Big Brothers/Big Sisters of Greater Charlotte.