David Thompson Fiduciary
David’s financial principle is faithful stewardship emphasizing III John 2–I wish above all things that you all may prosper and be in health; 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 and growing 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, Virginia 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, individuals and families–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 area and enjoys contributing to his home church, which he’s been active with with since 1984. He is proactively engaged in the local community with the Chesterfield Virginia Chamber of Commerce and other civic and professional organizations. He enjoys spending time with his children, studying longevity science, biblical archaeology and research, shooting sports, fitness and supporting veterans & first responders.