Holistic services to help safeguard your family’s wealth

The Thompson Wealth Management Group

In the midst of increasingly complex financial needs, The Thompson Wealth Management Group is redefining what it means to be a wealth manager. As a second generation team, we continue to provide families with comprehensive wealth management and professional investment guidance in diverse market conditions.

Our focus on wealth planning and our dedication to prudent asset allocation is essential to positioning clients to take advantage of potential market opportunities. With more than 40 years of experience, we bring relevant context to our advice through a highly customized and disciplined approach.

From our family to your family, we’re committed to developing long-lasting relationships by providing the kind of trusted investment guidance and personalized service that builds confidence.

- Earl Thompson

Pursing your goals together

The Thompson Wealth Management Group was named on the Forbes Best-in-State Wealth Management Teams list in 2023. 

The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Earl Thompson

    Earl B. Thompson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    Earl has been a Financial Advisor since 1985, all of it with UBS and predecessor firm, PaineWebber, where he grew the business from $0 in client assets to the now over $2 billion that the team of 6 manages. Recognized as a 5-Star Wealth Manager for three years, Earl brings an exceptional level of talent and experience to the business. He has been a member of the UBS Chairman’s Club for four years. Focused on providing comprehensive and personalized wealth management strategies, he has built long-term relationships and developed name-recognition within the community and a reputation for professionalism, credibility and dependability. Earl is a graduate of the University of San Diego and was a member of UCSD Planned Giving.

     

    CA Insurance License #0A54448

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        600 West Broadway
        Suite 2100
        San Diego, CA 92101
        earl.thompson@ubs.com
        Earl B. Thompson
        600 West Broadway,San Diego,CA,92101
      • Earl B. Thompson III

        Earl B. Thompson III

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • VA
        • WA
        • WI

        Bryan joined his father at UBS in 2008 where he specializes in serving the financial needs of high-net-worth individuals, families, and business owners. With his considerable knowledge of financial planning, Bryan helps clients pursue their personal and financial goals by working together to develop customized strategies while utilizing active asset allocation and a regular review process. He works closely with his clients’ trusted tax, and legal advisors to offer a truly holistic approach to wealth management with tailored solutions bridging investments, liability management and financial planning capabilities.

        Bryan completed the UBS Wealth Advisor Program and holds Series 7 and 66 securities licenses, as well as insurance, long-term care, and annuity licenses. He earned his B.B.A. degree in finance and marketing from the University of Washington, Seattle. In 2020 Bryan was promoted to Senior Vice President – Wealth Management, he, and his team of 6 manage over $2 billion in client assets.

        In September 2021, Bryan and his wife Haylee welcomed a son to their family Graham Bryan Thompson. He is active in the local community and currently serves as the Treasurer for the Little Italy Association of San Diego, while also serving on the finance committees for his local church and homeowners association. Outside of the office, Bryan enjoys traveling, golfing, and spending time with his son.

         

        CA Insurance License #0G65256

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

            600 West Broadway
            Suite 2100
            San Diego, CA 92101
            bryan.thompson@ubs.com
            Earl B. Thompson III
            600 West Broadway,San Diego,CA,92101
          • Scott Hollaender

            Scott Hollaender

            Executive Director

            Financial Advisor

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KS
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • VA
            • WA
            • WI

            Scott is an accomplished Executive Director and Financial Advisor with an impressive track record at UBS Financial Services spanning 21 years of unwavering dedication to his craft. His journey commenced in the Los Angeles area in 2002 as an intern, a stepping stone to a career marked by diverse roles and the cultivation of extensive relationships within UBS. Scott assumed leadership of the Downtown San Diego business for UBS Financial Services in 2011, and later was asked to lead the Rancho Bernardo Business as well in 2021. Scott recently decided to focus exclusively on his advisory practice and joined the Thompson Wealth Management Group to further his passion of working with families and business owners to preserve and grow their wealth as they pursue what matters most to them.

            Scott and his team specialize in addressing the unique financial needs of high-net-worth individuals, families, and business owners. Together, they leverage a multi-disciplinary approach grounded in comprehensive financial planning. Their mission is to deliver holistic wealth management, drawing upon the global resources of UBS to provide clients with relevant and timely solutions to address their intricate and ever-evolving financial needs.

            Scott’s academic foundation in finance was established at UCLA, where he majored in Business Economics.

            Scott resides in the Del Sur neighborhood of northern San Diego County with his wife Michelle and son Callen. He is active in the community across a number of organizations and currently serves on the board of Junior Achievement San Diego. Additionally, Scott has coached Little League baseball for the past four years. When he’s not in the office, you can often find him on the golf course, enjoying sports, or traveling.

             

             California Insurance License # 0G65701

            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                600 West Broadway
                Suite 2100
                San Diego, CA 92101
                scott.hollaender@ubs.com
                Scott Hollaender
                600 West Broadway,San Diego,CA,92101
              • Rachel Arendt

                Rachel Arendt

                Senior Client Associate

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                • CA

                Rachel is our team manager and client service director. She is a Series 7 and 66 licensed representative with over 27 years of experience working in the securities industry, as well as an alumna of the College of Charleston School of Business.  She has worked in 5 different UBS branches since 1999, and has had the opportunity to work in operations and management as well as with various financial advisor teams.  Rachel previously served as the primary assistant to our team from 2005 to 2008, and was excited to return to the Thompson Group at UBS and to San Diego in 2016.  Outside of the office, she enjoys spending time at the beach with her husband and dedicates much of her energy towards helping raise their two young children.

                 

                CA Insurance License #4179725

                      600 West Broadway
                      Suite 2100
                      San Diego, CA 92101
                      rachel.arendt@ubs.com
                      Rachel Arendt
                      600 West Broadway,San Diego,CA,92101
                    • Alex Estes

                      Alexandra Estes

                      Client Associate

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                        Alex has over three years of experience working in the securities industry, beginning her career at the UBS branch in Chicago before returning home to San Diego to join the Thompson Wealth Management Group in 2022. Alex graduated from Loyola University Chicago with degrees in Economics and Political Science. Outside of the office, you can find her snowboarding, playing tennis, or developing new recipes.

                              600 West Broadway
                              Suite 2100
                              San Diego, CA 92101
                              alexandra.estes@ubs.com
                              Alexandra Estes
                              600 West Broadway,San Diego,CA,92101
                            • Bayley Thomas

                              Bayley Thomas

                              Wealth Strategy Associate

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                              • AK
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                              • FL
                              • GA
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                              • IA
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                              • LA
                              • MA
                              • MD
                              • MI
                              • MN
                              • MO
                              • MS
                              • MT
                              • NC
                              • NH
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
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                              • SC
                              • TN
                              • TX
                              • UT
                              • VA
                              • VT
                              • WA
                              • WI
                              • WV
                              • WY

                              Bayley studied Business Economics at the University of California in Irvine where he graduated Cum Laude in 2021. Shortly before completing his education, Bayley started his career at Thrivent Financial as a Financial Associate, earning his Series 7 and 66 licenses as well as his certifications in Life/Health and Accident Insurance in the process. Since then, Bayley has worked at UBS under its Irvine and San Diego markets. Bayley values the opportunity to connect with clients and build lasting relationships. He takes great pride in his work, emphasizing the importance of efficiency and understanding. In his free time, Bayley enjoys spending time with friends, whether that be at the beach or on a baseball field. He also volunteers in youth ministry on the weekends. Bayley grew up in Laguna Beach, CA and now resides in Downtown San Diego’s Marina District.

                               

                              CA Insurance License # 4115123

                                    600 West Broadway
                                    Suite 2100
                                    San Diego, CA 92101
                                    bayley.thomas@ubs.com
                                    Bayley Thomas
                                    600 West Broadway,San Diego,CA,92101

                                  A focus on personalized access and service

                                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                  Gain additional insights into the trends shaping wealth in the US and around the world.

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