Edward Thompson
Senior Director, Wealth Management
Edward helps clients plan for and navigate major life and financial events, such as business transitions, the birth of a child, college planning, asset aggregation, retirement, major asset gifting and charitable giving.
Ed is a seasoned wealth management professional with over 25 years of experience helping individuals, multigenerational families, and businesses navigate complex financial decisions. As a Senior Director of Wealth Management at Choreo’s Schaumburg, Illinois office, he specializes in estate planning, retirement planning, and providing advisory services.
Ed works closely with clients to develop tailored strategies for major life and financial events, including business transitions, college planning, asset aggregation, retirement, major asset gifting and charitable giving. His deep expertise allows him to provide sound investment guidance that aligns with each client’s unique goals and circumstances.
Before joining Choreo, Ed was a financial advisor at RSM US Wealth Management, where he honed his skills in delivering comprehensive financial solutions. His holistic approach to wealth management ensures clients receive well-rounded, forward-thinking strategies to preserve and grow their wealth.
Outside of work, Ed enjoys spending time with his two daughters, playing golf, skiing and gardening.
EDUCATION
- B.A. Finance and Accounting, Purdue University Northwest
