Let's move forward. Together.

Chess pieces on a chessboard

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Three generations in front yard

Pursuing your goals together

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.

  • Eric Thompson

    Eric Thompson, CEPA

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AL
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    • DC
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    • FL
    • GA
    • ID
    • IN
    • MA
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    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
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    • OK
    • PA
    • RI
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    • WV

    Eric Thompson graduated from the College of William and Mary in 1980 with a degree in Economics and began his career as a Financial Advisor with Legg Mason. In 1991, he was recruited to Kidder Peabody as the Area Manager. During his tenure Eric developed and implemented an initiative for managing client assets in a consultative model. After Kidder was acquired by PaineWebber, Eric returned to caring for clients as a Financial Advisor. Since 1994 he has been managing assets for corporations, endowments, foundations, pensions and high net worth individuals. He is a Corporate Vice President and a certified portfolio manager. In 2009 he earned the additional designation of Wealth Advisor.

    Eric has been married to Janet for 31 years and is the proud father of three sons. He has been active in the community serving on the boards of the Virginia Arts Festival, Business Consortium for the Arts, Rotary Club, Jackson-Field Homes, Summit Christian Academy, Smithfield Educational Foundation, Boy Scouts of America and his local church. He has lead youth group missions to Haiti for the past few years.

      • College of William & Mary, Economics
      • Certified Exit Planning Advisor
      • Senior Portfolio Manager
      • Wealth Advisor
      Exit planning
      Business succession
      Business owners
      Entrepreneurs
      440 Monticello Ave
      20th Floor
      Norfolk, VA 23510
    • Scott Singor

      Scott Singor, CFA

      Senior Vice President–Wealth Management

      Senior Portfolio Manager

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      • AL
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      • DC
      • DE
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      • MI
      • MN
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      Scott Singor graduated from Liberty University with a Business degree in Finance. His investment career started in 2005 with BB&T Investment Services largely dealing with private clients.  His father started a forestry products business when Scott was 11. The plan was for Scott to earn a business degree and then go back and take over the business.  The plan changed after meeting his wife Lauren, a native of Virginia Beach.  Thankfully, Muskoka Timber Mills continues to thrive in the family and most importantly there have been no tarnished relationships.  Scott uses his experience to focus most of his time working with multi-generational families predominantly from private business owners, senior executives and medical doctors.  He is a Senior Vice President – Wealth Management and a member of the CFA Institute and CFA Society of Virginia. 

      Growing up in Canada, Scott has had a lifelong passion for the game of Ice Hockey. Now living in Virginia that energy shifted to the game of golf.   His wife Lauren is graduate of the MCV School of Dentistry and has been practicing locally since 2008.  Both love travel, however, these endeavors will be taking a back seat in the short term as they have been blessed with twin boys, and recently welcomed their baby girl in March 2022.  Locally they are active in their church leading various groups and outreach events.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The 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, 2022The 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.

      • Liberty University, Business degree in Finance
      • Senior Portfolio Manager
      • Endowment & Foundation Consultant
      • Chartered Financial Analyst®
      Financial planning
      Investing
      Securities-backed lending
      Institutional consulting
      440 Monticello Ave
      20th Floor
      Norfolk, VA 23510
    • Marc

      Marc Cimmino, CFA

      Financial Advisor

      Chartered Financial Analyst®

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      • AL
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      • IL
      • IN
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      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • PA
      • RI
      • SC
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      Marc Cimmino graduated from Virginia Tech in 2010 with a degree in Finance and minors in Global Business and Economics.  He got his start in the financial services industry in 2011 with Charles Schwab in Denver, Colorado, and went on to become a lead advisor in their Private Client group in 2014.  In 2015 he earned the Chartered Financial Analyst designation, exemplifying a strong understanding of advanced investment analysis and real-world portfolio management skills.  In 2018, he was recruited by a seasoned team of advisors from UBS in Norfolk, VA.  As a part of this team, he is responsible for guiding clients through a common sense, process-driven, approach to wealth management.  Marc works closely with his client’s accountants, attorneys and other specialists to execute a coordinated and comprehensive plan, designed to grow, protect, and use their assets in the most tax-efficient way possible.  The team specializes in serving retirees, private business owners, professionals with equity compensation, and those who want to make an impact on their families, communities, and the world through philanthropy.  In the summer of 2022, Marc was chosen by the team to establish a presence in Denver, Colorado to better serve our clients in the western US and drive further expansion.

       

      Marc and his wife Marlana are excited to be back in the mountains of Colorado.  Marc is an avid mountain biker, trail runner, and triathlete.  He completed his first full distance triathlon at IRONMAN Indiana in October of 2021.  Marlana enjoys yoga, hiking and most of all, Boston Terriers.

        • Virginia Tech, Finance: 2006 - 2010
        • Chartered Financial Analyst®
        Philanthropy
        Investing
        Executive compensation
        Sustainable investing
        440 Monticello Ave
        20th Floor
        Norfolk, VA 23510
      • curtis updated image

        Curtis R. Hanson, CFP

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER™

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        • AL
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        • MA
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        • MI
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        • NV
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        Curtis Hanson graduated from The Ohio State University with a degree in Strategic Communications and began his career as a Financial Advisor in 2015 with UBS in Charlotte, NC. During his time as an advisor, Curtis achieved his CERTIFIED FINANCIAL PLANNER professional designation which requires a high level of knowledge and understanding of the financial planning process. Curtis made a move to LPL Financial in 2020 where he worked as a regional director in Business Development, responsible for recruiting financial advisors in North and South Carolina. Curtis’ experience at LPL provided him with a deep understanding of the practice management of financial advisors, and was ultimately convinced to rejoin UBS locally here in Norfolk, VA. Curtis joined with Thompson, Singor and Cimmino in May of 2022 to add additional capacity and expertise to their client needs and service model.

         

        Curtis and his wife Chloe live in Virginia Beach with their dogs, Beau and Cooper. They enjoy exploring new cities and restaurants, spending time with friends and family, and taking trips to the Outer Banks.

            • CERTIFIED FINANCIAL PLANNER™
            440 Monticello Ave
            20th Floor
            Norfolk, VA 23510
          • Anita Hairston

            Anita Hairston

            Senior Client Associate

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            • MA
            • NC
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            • VA

            Anita Hairston serves as a Senior Registered Client Service Associate.  She has been with the firm for over 20 years and also serves as the the CSA coach in our branch which involves keeping her peers updated on technology and procedural changes.

            Anita is originally from Elizabeth City, NC.  She graduated from North Carolina Agricultural and Technical State University in Greensboro, NC with a degree in Computer Science.  She and her husband Jerry live in Virginia Beach and have 2 children.  In her spare time she enjoys spending time with her family and friends, working out and watching the Dallas Cowboys.

                  440 Monticello Ave
                  20th Floor
                  Norfolk, VA 23510
                • Julie Lewis

                  Julie Lewis

                  Senior Client Associate

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                  • FL
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                        440 Monticello Ave
                        20th Floor
                        Norfolk, VA 23510
                      Business transition and succession planning

                      Business transition and succession planning

                      Philanthropy

                      Philanthropy

                      Professionals

                      Professionals

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      Best

                      Global private bank services, 2016-2022
                      Euromoney Private Banking and Wealth Management Survey, 2022

                      #1

                      Global Equity Research 

                      Institutional Investor, 2021 Global Rankings

                      Global leader

                      UBS is a world-leading wealth manager