Carrie A. Thompson, CFP®

Associate Financial Advisor

  • Focus: Providing exceptional support to our Wealth Advisory Team and exceptional service to our clients.
  • Education: Bachelor of Science, Business Administration, Pepperdine University
  • Certifications: CERTIFIED FINANCIAL PLANNER™ professional
  • Fun Fact: I spent a year abroad studying in Florence, Italy during college. The experience instilled a life-long love of good food, wine and travel.

Carrie is an Associate Financial Advisor at Hamilton Capital, where she is responsible for working with client financial advisory teams to expand client relationships through high-touch client service.  She joined the organization in 2016 as an Investment Operations Associate before transitioning to Paraplanner in 2018 and most recently into her current role in 2019.

Prior to Hamilton Capital, Carrie served as a Registered Representative for Charles Schwab & Co. and has years of experience with operations, trading and compliance.

Carrie is also proud to serve as a member of Hamilton Capital’s Wellness and Social committee.