Irby Jones Thompson

Irby Jones Thompson

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Profile

Mr. Irby J.
Thompson is a Managing Director at Warren Averett Asset Management LLC.
He has worked in the financial services industry for over 40 years.
He heads the firm’s Montgomery office.
His 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.
Mr. Thompson was previously employed as a Consultant by Welch Hornsby & Welch, Inc., a Principal by Thompson Insurance Enterprises LLC, and Owner by Wilson Price Wealth Management LLC.
He also served on the board at CapitalSouth Bancorp.
Mr. Thompson is a 1976 graduate of the University of Alabama, where he majored in Finance and Risk Management.
He earned the Certified Financial Planner designation in 1993.

Former positions of Irby Jones Thompson

CompaniesPositionEnd
Portfolio Manager-Equities 01/01/2020
Corporate Officer/Principal 31/03/2012
Corporate Officer/Principal -
Corporate Officer/Principal -
CAPITALSOUTH BANCORP. Director/Board Member 16/02/2009
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