Irby J. Thompson, CFP®, AEP®

Irby J. Thompson, CFP®, AEP®

Irby Thompson is a native of Montgomery, Alabama and has worked in the financial services industry for over 40 years.

He now serves as a Managing Director of Warren Averett Asset Management and heads the firm’s Montgomery office. He is a 1976 graduate of the University of Alabama, where he majored in Finance and Risk Management. Following graduation he was an owner and principal of a commercial lines insurance agency, Thompson Insurance, for twenty years. He earned the Certified Financial Planner designation in 1993, and went to work full time as a Wealth Management Consultant shortly thereafter. Irby’s work centers on serving the long-term financial planning needs of clients and their families in a holistic and multi-generational context. Near-retirees, retirees and widows are well represented in the clients he serves. He has significant experience in the process of portfolio design, investment manager research & selection and the ongoing monitoring of portfolio performance. He is married to the former Anne Griffin of Montgomery and they have five children and an increasing number of grandchildren.

Education

  • Bachelor of Arts in Finance
    University of Alabama, Tuscaloosa, Alabama

Professional Affiliations

  • National Association of Estate Planners & Councils
  • Accredited Estate Planner Designee

Community Involvement

  • Montgomery Kiwanis Club
  • Trinity Presbyterian School Charitable Trust
  • The Montgomery Symphony

Ask Me About

  • Reconciling the people side and the money side of family finances
  • Why “typical” and “average” don’t apply to you and what to do about that
  • How to make sense of all the financial news you hear
  • The most unusual investment I never made
  • The “non-destination” wedding we attended in Italy
  • How to not spend big money on cars
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