Verified recordFinancial Services

Lynn Thompson

Senior Investment Associate at Rbc Wealth Management

Based in Houston, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Houston

Industry

Financial Services

Company size

8.3K

Contact information

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Email

1 credit

l•••••••@rbcwealthmanagement.com

Phone

5 credits

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Background

About Lynn Thompson

BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We provide exceptional capabilities, proven experience and innovative wealth management solutions to high-net-worth individuals, family offices, planned giving programs, endowments and foundations. Our ability to apply our skills and capabilities consistently, expertly, and personally has resulted in highly satisfied clients and enduring relations that span market cycles and generations. Our capabilities include: • Wealth Management and Investment Management • Wealth & Estate Planning • Private Banking • Endowments and Foundations • Family Office Services • Planned Giving Services • Global Custody

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