Profiel
Mr. Irby J.
Thompson is a Managing Director at Warren Averett Asset Management LLC.
He has worked in the financial services industry for over 40 years.
He heads the firm’s Montgomery office.
His work centers on serving the long-term financial planning needs of clients and their families in a holistic and multi-generational context.
Near-retirees, retirees and widows are well represented in the clients he serves.
He has significant experience in the process of portfolio design, investment manager research & selection and the ongoing monitoring of portfolio performance.
Mr. Thompson was previously employed as a Consultant by Welch Hornsby & Welch, Inc., a Principal by Thompson Insurance Enterprises LLC, and Owner by Wilson Price Wealth Management LLC.
He also served on the board at CapitalSouth Bancorp.
Mr. Thompson is a 1976 graduate of the University of Alabama, where he majored in Finance and Risk Management.
He earned the Certified Financial Planner designation in 1993.
Eerdere bekende functies van Irby Jones Thompson
| Bedrijven | Functie | Einde |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-01-2020 |
Wilson Price Wealth Management LLC
 Wilson Price Wealth Management LLC Investment ManagersFinance Wilson Price Wealth Management LLC provided investment advisory services. The company was headquartered in Montgomery, AL. | Corporate Officer/Principal | 31-03-2012 |
Welch Hornsby, Inc.
 Welch Hornsby, Inc. Investment ManagersFinance Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL. | Corporate Officer/Principal | - |
Thompson Insurance Enterprises LLC
 Thompson Insurance Enterprises LLC Medical/Nursing ServicesHealth Services Thompson Insurance Enterprises LLC operates assisted living centers and provides local transportation services. The company was founded by Roy S. Thompson and Gregory S. Thompson in December 1977 and is headquartered in Kennesaw, GA. | Corporate Officer/Principal | - |
| CAPITALSOUTH BANCORP. | Directeur/Bestuurslid | 16-02-2009 |
Opleiding van Irby Jones Thompson
| The University of Alabama | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Thompson Insurance Enterprises LLC
Thompson Insurance Enterprises LLC Medical/Nursing ServicesHealth Services Thompson Insurance Enterprises LLC operates assisted living centers and provides local transportation services. The company was founded by Roy S. Thompson and Gregory S. Thompson in December 1977 and is headquartered in Kennesaw, GA. | Health Services |
CapitalSouth Bancorp
 CapitalSouth Bancorp Regional BanksFinance CapitalSouth Bancorp is a bank holding company, which engages in the provision of commercial banking services to individuals, businesses and institutional customers. It operates through the following business segments: Commercial Banking, Mortgage Banking, and Corporate and Other. The company offers lending services and other loan programs for business through its Business Capital Group, which operates through full-service offices as well as the loan production office. CapitalSouth Bancorp was founded on June 28,1990 and is headquartered in Birmingham, AL. | Finance |
Welch Hornsby, Inc.
Welch Hornsby, Inc. Investment ManagersFinance Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL. | Finance |
Wilson Price Wealth Management LLC
Wilson Price Wealth Management LLC Investment ManagersFinance Wilson Price Wealth Management LLC provided investment advisory services. The company was headquartered in Montgomery, AL. | Finance |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
