Merrill Lynch Financial Advisor Velen Thompson

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Velen Thompson is a financial advisor based in Tampa, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), a Certified Plan Fiduciary Advisor (CPFA), and a Chartered Retirement Planning Counselor (CRPC®), Velen provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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