Lydell Thompson, CFP, RICP

Professional Overview
Lydell Thompson brings nearly three decades of experience in the financial services industry, including 20 years as a Financial Advisor with Wells Fargo Advisors. He has extensive experience working with individuals, families, trusts, retirement plans, charitable organizations, and businesses, helping them invest and manage assets with a disciplined, long-term approach.

Lydell partners closely with clients to develop and implement customized strategies designed to build, manage, and preserve wealth while aligning with their unique financial goals. His mission is to deliver objective, timely investment guidance with the highest level of professional service and integrity.

Education & Credentials
Bachelor’s degree in Economics, Wake Forest University
Master of Science in Personal Financial Planning, College for Financial Planning
CERTIFIED FINANCIAL PLANNER® (CFP®) designation
Retirement Income Certified Professional® (RICP®) designation

Professional & Community Leadership
Lydell has demonstrated a strong commitment to civic engagement and nonprofit leadership throughout his career. His past and current involvement includes:
Graduate Services Advisory Board, Winston-Salem State University
Former President, Experiment in Self-Reliance (ESR) Board
Member, Black Philanthropy Initiative (BPI)
Advisory Board Member, Gramercy Research Group
Graduate, Leadership Winston-Salem (Class of 2006)
Current Board Member, Sunnyside Ministries

Personal Interests
Outside of his professional work, Lydell enjoys staying active at the YMCA, traveling, watching sports, and volunteering at his church.