Brad Thompson is Financial Advisor in Dallas, Texas. Brad has over fifteen years of financial services industry experience. Brad began his career in 1996 with American Express, where he spent nine years in a variety of client-facing and management roles, including District Manager. Brad joined Mark McConnell at Merrill Lynch in 2005 to focus on investment advisory accounts for high-net-worth clients. While there, Brad also developed highly customized investment and short-term fixed income management strategies for the Qualified Intermediary Industry.
Today, Brad co-manages the full suite of MTN Group investment strategies in the J.P. Morgan Securities Portfolio Manager Program. He supports Mark through investment analysis, due diligence, and product development. Brad is also responsible for assisting our clients with strategies for lending, banking and complex planning issues.
Brad earned a B.A. from the University of Texas at Austin with a concentration in Government, History, and Latin American Studies. Brad and his family live in University Park, where he is past Treasurer and a board member of the Week Day School.
Registered States: CA, CO, FL, GA, IL, LA, MA, MO, NV, NH, NJ, NM, NY, NC, OK, OR, SC, TN, TX, VT, WA