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Michael L. Thompson, CAP®, AEP®

Michael L. Thompson, CAP®, AEP®

Co-Founder, Director of Sales & Marketing

Followers of Michael L. Thompson, CAP®, AEP®5000 followers
location of Michael L. Thompson, CAP®, AEP®Montpelier, Vermont, United States

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  • Timeline

  • About me

    Personal wealth coach, philanthropic advisor to families and nonprofits. Start-up entrepreneur with Fortune 500 & non-profit experience. DAFs, Foundations, Family Office. CAP® AEP®

  • Education

    • The American College

      -

    • University of Florida

      1974 - 1980

  • Experience

    • Orange Blossom Warehouse, Inc.

      Jan 1982 - Jan 1989
      Co-Founder, Director of Sales & Marketing

    • Little Bear Organic Foods, Inc.

      Jan 1989 - Jan 1990
      Director Of Operations

    • Northeast Cooperatives

      Jan 1990 - Jan 1994
      Director Of Purchasing

    • Martin Roth & Co

      Jan 1994 - Jan 1995
      National Sales And Marketing Director

    • Journey Food & Beverage, Inc.

      Jan 1995 - Jan 1998
      Chief Operating Officer

    • Ameriprise Financial Services, Inc.

      Jan 1998 - Jan 2006

      • Director of Sales

        Jan 2004 - Jan 2006

      • Vice President

        Jan 1998 - Jan 2004

    • Transamerica Financial Solutions

      Jan 2006 - Jan 2009
      Vice President, Retirement Management

    • KeyBank

      Jan 2011 - Jan 2015
      Senior Wealth Advisor

    • Intervale Center

      Jan 2012 - Dec 2017
      Board of Directors

    • Copper Leaf Financial

      Mar 2015 - Dec 2023
      Senior Wealth Advisor, Partner

    • Vermont Community Loan Fund

      Apr 2022 - now
      Board Member, Executive Committee

    • MLThompson Associates

      Jan 2024 - now
      Owner

  • Licenses & Certifications

    • CAP®, Chartered Advisor in Philanthropy®

      The American College of Financial Services
      Aug 2014
      View certificate certificate

    • Series 65

      FINRA

    • The Accredited Estate Planner® (AEP®)

      National Association of Estate Planning Councils
      Dec 2019
      View certificate certificate

  • Honors & Awards

    • Awarded to Michael L. Thompson, CAP®, AEP®
      BOB Award 2019 - Best Financial Planning & Investment Firm Vermont Business Magazine Apr 2019 Voted Best of Business in Vermont for third straight year!
    • Awarded to Michael L. Thompson, CAP®, AEP®
      BOB Award 2018 - Best Financial Planning & Investment Firm Voted by Vermont Business Magazine Apr 2018 Voted Best of Business in Vermont
    • Awarded to Michael L. Thompson, CAP®, AEP®
      BOB Award 2017 - Best Financial Planning & Investment Firm Vermont Business Magazine Apr 2017 Voted Best of Business in Vermont

  • Volunteer Experience

    • Board Member

      Issued by Vermont Community Loan Fund on Apr 2022
      Vermont Community Loan FundAssociated with Michael L. Thompson, CAP®, AEP®

    • Board Member

      Issued by Sundog Poetry Center on Aug 2015
      Sundog Poetry CenterAssociated with Michael L. Thompson, CAP®, AEP®

    • Board Member, Development Committee

      Issued by Intervale Center on Sept 2011
      Intervale CenterAssociated with Michael L. Thompson, CAP®, AEP®