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Tripp Thompson
Tripp Thompson

Tripp Thompson

CPFA®, CFS

Senior Wealth Advisor, RJFS

Specializes in:

portfolio management
retirement planning
financial education
insurance planning
investment policy experience

Get in touch with Tripp.

Charlotte, NC
521 East Morehead Street #150,
Charlotte, NC 28202
(704) 333-6441

About Ealon S. 'Tripp'

Tripp graduated from the University of South Carolina in 1992 and began his professional financial industry journey in 1996 with AG Edwards. In 1999, he transitioned into the institutional realm of the financial industry as a wholesaler, where he became a top performer at prominent institutions such as The Hartford, The Phoenix Companies, AIG's SunAmerica, and The AXA Company. In 2007, Lincoln Financial recruited him into a management role where he advanced to become divisional sales manager for the Northeast and Southeast divisions. Tripp was also appointed to the Investment Policy Committee, where he helped with company assessments of money managers and strategies for products. His reputation and teaching skills allowed him to travel the country, speaking to and teaching people about mutual funds, annuities, retirement planning, and 401ks. In 2015, he joined forces with John Chidwick to establish Signature Wealth Strategies in Charlotte, NC.

Today, Tripp resides in Simpsonville, SC. He does a few client meetings in Charlotte and spends the majority of his time in the Greenville area. He encourages his clients to stay out of debt, invest in quality stocks for the long term, and enjoy their money! He loves helping them plan for things like retirement, giving, and vacations because he believes that giving is the most rewarding benefit of true financial stewardship. He is the author of the book, “The Three Keys to a Truly Happy Retirement” and has been a invited speaker to groups about investing and general financial topics around the east coast for many years.

Tripp is a proud husband to his wife, Vanesa, and a parent to four young adults. His oldest son is a graduate of the University of Tennessee with a degree in Finance and works for Norfolk Southern Railways in Atlanta. His only daughter is a scholarship senior at The University of North Carolina State in the engineering program. The third child is a recent high school graduate who is evaluating options as he has been writing computer coding since age twelve. The youngest of the bunch is a freshman in high school and cannot wait to get home each day and tell us what was on the lunch menu and then ask, “What’s for dinner”? In his leisure time, he enjoys reading global financial research on the markets, traveling with his wife, and being entertained by clean stand-up comedy. You will be hard-pressed to find anyone in the industry with his knowledge of the industry and his ability to teach complex financial things and make them “understandable.”

Did you know? Tripp loves comedy and has performed live at the Comedy Zone on multiple occasions.

Additional meeting location:
503 S. Main Street, Ste. 6003, Mauldin, SC 29662
by appointment only*
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CPFA®
CFS
Series 7
Series 26
Series 63
Series 66
Securities Industry Essentials
Series 52

About the Office

charlotte
Charlotte, NC
(704) 333-6441
521 East Morehead Street #150,
Charlotte, NC 28202
Signature Wealth Strategies in Charlotte, NC is conveniently located on the edge of Uptown - the central business district of Charlotte.

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