Patrick Thompson, CFP®, CLU
Patrick Thompson, CFP®, brings over a decade of experience in the life insurance industry and is widely respected for his expertise in creating tax-efficient strategies for individuals and families. As SVP, Insurance Wealth Advisor at Southport Compass, Patrick guides clients through the complexities of life insurance with a focus on aligning financial goals with thoughtful planning and tailored product solutions.
He is known for his responsible, client-first approach and for delivering customized strategies that support long-term financial success. In addition to advanced planning capabilities, Patrick has specialized expertise in structuring and optimizing premium financing arrangements—helping high-net-worth clients leverage life insurance as an effective tool for wealth transfer and estate planning.
His CFP® designation reflects his deep commitment to fiduciary principles, professional excellence, and providing trusted guidance at every stage of the planning process.