Carrie A. Thompson

Paraplanner

  • Focus: Providing exceptional support to our Wealth Advisory Team and exceptional service to our clients.
  • Education: Bachelor of Science, Business Administration, Pepperdine University
  • Certifications: Series 65; Notary Public, State of Ohio
  • 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 joined Hamilton Capital in 2016 as an Investment Operations Associate. Her background as a Registered Representative for Charles Schwab & Co. and years of experience with operations, trading and compliance prepared her well for this role.

Carrie transitioned to Paraplanner in 2018 where she assists advisors in developing comprehensive financial plans, managing the onboarding of new clients and accurately maintaining data in our wealth management system. She also enjoys serving as a member of Hamilton Capital’s Wellness and Social committee.