David Thompson Fiduciary

Vice President

David's financial ethos orbits faithful stewardship emphasizing III John 2--I wish above all things that you all may prosper and be in health; Psalms 15:4 --...swear to his own hurt and change not; and, Proverbs 13:23 - there is much food in the tillage of the poor, but there is that which is destroyed for want of judgement. He focused on small business entrepreneurship and real estate investing before joining the firm in 2018. He strives to always offer the best available to assist his clients in finding their abundance. 

David began his financial career in 2000 working exclusively with high net worth individuals in two stock offerings in Missouri. He focused on small business entrepreneurship and real estate investing until joining the firm in 2018.  

With clients in Missouri, Illinois, Tennessee, New York, Massachusetts and Washington, his primary focus has been the proper stewardship and successful growth of his clients' wealth--and their understanding and peace of mind.  As Vice President, he focuses on Sovereign’s digital and in-person outreach efforts.  His passion in wealth management and financial planning in Richmond, Virginia, is manifested in advising pre-retirees who are looking to make up lost ground, small business/self-employed professionals, families and individuals--in, entering or nearing retirement. David leverages his foundation as a visionary Idea-Person, USMC Veteran, veteran entrepreneur--and the awareness of those unique challenges--to maximize his client's overall success.  This sometimes involves building a customized retirement plan curated around their unique life situations, and most always centers on maximizing their wealth accumulation, tax-optimizing their asset allocations in our proprietary models, and employing tax-efficient distribution strategies for those taking distributions. 

David has three adult children in Missouri, and he resides in the Richmond and St.Louis areas and enjoys contributing to his home church, which he’s been active with since 1984. He is proactively engaged in the local community as part of Mercantile Ashland Partnership (MAP Secretary BOD) and loves spending time with his children, studying longevity science, biotech advances in epi/genetic engineering, applied sciences, biblical archaeology and astronomy, shooting sports, fitness and supporting veterans & first responders (Oohrah and Semper Fi). He has a number of furry canine friends he enjoys as well.