Rob Thompson, CPA
Wealth Advisor at KMG Fiduciary Partners, LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Public Accountant
State Board Of AccountancyJul, 2019- Sep, 2024
Experience
-
KMG Fiduciary Partners, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Wealth Advisor
-
Oct 2020 - Present
KMG Fiduciary Partners, LLC is an innovative, entrepreneurial financial planning and asset management firm. As a fiduciary, we are obligated to put our clients first and we are uniquely qualified to help each one reach their personalized goals. As a premier independent firm for like-minded clients and advisors, we will always act in a fiduciary capacity, and have a commitment to long term success and the desire to have a meaningful working relationship. We seek to help each and every client reach their financial goals and achieve long term success through personalized financial plans designed specifically to meet their individual needs. KMG Fiduciary Partners, LLC offers a comprehensive collection of services unrestricted by specific products. As a fiduciary firm, we are not bound by any products and services of any one company, and have the flexibility to source tailored solutions for you. Show less
-
-
-
-
Tax and Financial Advisor
-
Jul 2019 - Oct 2020
-
-
-
PricewaterhouseCoopers
-
1 - 100 Employee
-
Tax Associate
-
Jul 2016 - Jul 2019
-
-
-
-
Tax Intern
-
Jan 2016 - Mar 2016
-
-
Education
-
University of Mississippi
Bachelor's degree, Accounting and Finance -
Archbishop Moeller High School