Holistic services to help safeguard your family’s wealth

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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 B. 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
    • 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 $1 billion that the team of 5 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, 2023The 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 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
        • 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 5 manage over $1 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 America’s 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.
        • Forbes Best-in-State Wealth Advisors, 2023The 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
          • 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
            • SD
            • TN
            • TX
            • VA
            • WA
            • WI

            Scott is an accomplished Executive Director and Financial Advisor with an impressive track record at UBS Financial Services, boasting nearly 21 years of unwavering dedication to his craft. His journey commenced in 2002 as an intern, a stepping stone to a career marked by diverse roles and the cultivation of extensive relationships within UBS.

            Specializing in addressing the unique financial needs of high-net-worth individuals, families, and business owners, Scott and his team adopt 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. Beyond his professional endeavors, he actively engages with the community through various organizations, exemplified by his role on the board of Junior Achievement San Diego.

            Outside the professional sphere, Scott enjoys a fulfilling life in North County with his wife, Michelle, and their eight-year-old son, Callen. When he’s not in the office, you can often find him on the golf course, enjoying sports, or traveling.

            • 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
              • Rachel Ashley 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 23 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
                    • Alex Estes

                      Alexandra Estes

                      Client Associate

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                        Alex, the newest member of the Thompson Wealth Management Group, joined the team in August of 2022 after previously working in the UBS Chicago branch. Alex graduated from Loyola University Chicago with a degree in Economics and Political Science. In her free time, she enjoys snowboarding, baking, and going to the beach in her hometown of La Jolla.

                              600 West Broadway
                              Suite 2100
                              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.

                            Customized planning

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                            Managing wealth is our craft

                            We’re committed to understanding what wealth means for you.

                            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                            As of 11/07/2023

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