• Robert S. Thompson, AAMS®, CPFA®

    Senior Vice President, Wealth Management

    CPFA, AAMS

Rob Thompson, a founding member of the Hamilton Thompson Wealth Management team of Raymond James, has dedicated his career to helping organizations and individuals meet their financial needs by developing and managing investment and financial plans around their long term goals and risk tolerance.

Rob, following early experiences in the family iron foundry and on the trading floor of the Chicago Board of Trade, became securities registered in 1984. His schooling includes formative years at Culver Military Academy and an undergraduate degree in History from Kenyon College. Prior to joining Raymond James in 2019, Rob completed course work in Investment Planning Analysis and Portfolio Management, Attributes of Asset Allocation, and Investment Policy’s for Non-Profits offered through Wells Fargo Advisors. He holds the AAMS® designation (Accredited Asset Management Specialist ℠) from the College for Financial Planning as well as the CPFA designation (Certified Plan Fiduciary Advisor) from the National Association of Plan Advisors a division of the American Retirement Association.

The Hamilton Thompson Wealth Management team of Raymond James was formed in 2011 to provide robust and dedicated wealth management and financial planning for multiple generations through prudent investing and debt management resources. Helping clients understand their investments and risks is paramount to the process Rob and his team employ.

Committed to helping his community, Rob has been involved in the Society of St. Vincent de Paul of Chicago, the Kiwanis Club of Evanston, and supported Boys Hope Girls Hope of Illinois.

Rob and his wife Melissa now live in Wilmette, Illinois and find time to play golf, pickleball, tennis, and travel.

My Experience:

  • 2019 - Present : Raymond James, Financial Advisor
  • 2006 - 2019 : Wells Fargo Advisors, Financial Advisor/Branch Manager
  • 2000 - 2006 : Morgan Stanley, Financial Advisor/Branch Manager
  • 1984 - 2000 : A.G. Edwards, Financial Advisor

My Education & Credentials:

  • Bachelor of Arts in History-Kenyon College
  • AAMS-Accredited Asset Management Specialist
  • CPFA-Certified Plan Fiduciary Advisor

Raymond James is not affiliated with the above organizations and/or charitable causes.