David Thompson | Fiduciary
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 and Maryland, his primary focus has been the proper stewardship and successful growth of his clients' wealth. As Vice President, he spearheads Sovereign’s digital and in-person outreach efforts. His passion in wealth management and financial planning in Southaven, Mississippi, 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 small business owner and the awareness of those unique challenges, to maximize client's overall success, which sometimes involves building a customized retirement plan curated around their unique life situations, and most always centers on maximizing their wealth growth, 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 Southaven and St.Louis areas and enjoys contributing to his home church, which he’s been involved with since 1984. He is actively engaged in the local communities and loves spending time with his children, studying longevity research and biotech advances in genetic engineering, applied sciences, shooting sports, fitness and supporting veterans & first responders. He has a number of furry canine friends he enjoys as well.