Financial planning for what you want to accomplish

At the core of the Thompson, Singor & Cimmino wealth management practice is a team of highly credentialed, tenured professionals dedicated to serving our clients. Client relationships are paramount to us, and we prioritize addressing every aspect that matters to them. Drawing on the extensive resources of UBS, we create bespoke financial plans to empower them to confidently realize their goals, lower their taxes, and advance their philanthropic efforts. We do not fit them into our box but build one around them. Amid life's complexities, we stand as steadfast partners, creating calm and anticipating needs to fortify their financial future. Through our proactive service model our clients always know when their next scheduled meeting is, this provides a continuous stream of advice and insights to navigate the ever-evolving complexities of life.

Team Picture

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Business transition and succession planning

Multi-generational families

Investment management

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Eric Thompson

    Eric Thompson, CEPA

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • 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.

    • 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.

    • College of William & Mary, Economics
    • Certified Exit Planning Advisor
    • Senior Portfolio Manager
    • Wealth Advisor
    Exit planning
    Business succession
    Business owners
    Entrepreneurs
    Cash management
    Philanthropy
    Retirement planning
    Investing
    440 Monticello Ave
    20th Floor
    Norfolk, VA 23510
    eric.thompson@ubs.com
    Eric Thompson, CEPA
    440 Monticello Ave,Norfolk,VA,23510
  • Scott Singor

    Scott Singor, CFA

    Senior Vice President–Wealth Management

    Institutional Consultant

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WV

    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 Jack and Henry, and recently welcomed their baby girl Brooke in March 2022.  Locally they are active in their church leading various groups and outreach events.

    • Forbes Best-in-State Wealth Advisors, 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.
    • Forbes 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.

    • Liberty University, Business degree in Finance
    • Institutional Consultant
    Financial planning
    Institutional consulting
    Philanthropy
    Retirement planning
    Business succession
    Multi-generational families
    Business owners
    Estate planning strategies
    440 Monticello Ave
    20th Floor
    Norfolk, VA 23510
    scott.singor@ubs.com
    Scott Singor, CFA
    440 Monticello Ave,Norfolk,VA,23510
  • Marc

    Marc Cimmino, CFA

    Account Vice President

    Certified Exit Planning Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WV

    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.

    • 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.

    • Virginia Tech, Finance: 2006 - 2010
    • Certified Exit Planning Advisor
    • Chartered Financial Analyst®
    Philanthropy
    Investing
    Executive compensation
    Financial planning
    Exit planning
    Alternative investments
    Business owners
    Asset allocation
    440 Monticello Ave
    20th Floor
    Norfolk, VA 23510
    marc.cimmino@ubs.com
    Marc Cimmino, CFA
    440 Monticello Ave,Norfolk,VA,23510
  • curtis updated image

    Curtis R. Hanson, CFP

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WV

    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 headhunter and recruiter of financial advisors. 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 Thompson, Singor and Cimmino in May of 2022 and has quickly become the go-to operational expert on the team. Outside of financial planning, Curtis focuses on client events, engagement, and service implementation for the team and has brought additional horsepower to the overall process delivered to our clients.

     

    Curtis and his wife Chloe live in Virginia Beach with their dogs, Beau and Cooper and are expecting their first child in December of 2023! They enjoy exploring new cities and restaurants, spending time with friends and family, and taking trips to the Outer Banks. Curtis has a passion for music, playing drums at his church on Sundays, and is active in local community outreach programs and networking groups.

    • 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.

    • The Ohio State University: 2014
    • CERTIFIED FINANCIAL PLANNER™
    Cash management
    Financial planning
    Education planning
    Legacy planning
    Long-term care planning
    Retirement planning
    Multi-generational families
    Professionals
    440 Monticello Ave
    20th Floor
    Norfolk, VA 23510
    curtis.hanson@ubs.com
    Curtis R. Hanson, CFP
    440 Monticello Ave,Norfolk,VA,23510
  • Anita Hairston

    Anita Hairston

    Senior Client Associate

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    • MA
    • NC
    • TX
    • 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
          anita.hairston@ubs.com
          Anita Hairston
          440 Monticello Ave,Norfolk,VA,23510
        • Julie Lewis

          Julie Lewis

          Senior Client Associate

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          • CO
          • FL
          • NC
          • NY
          • VA

          Julie Lewis is a Senior Registered Client Associate , and she brings 30 years of financial services experience to the UBS Financial Services, Inc. office in Norfolk, Virginia. Julie provides operational and administrative support to financial advisors and their clients. She facilitates the UBS investment process, and she has extensive knowledge of firm policy, procedures and technology. Julie holds General Securities and Investment Advisor industry licenses and plays an integral part in the team’s client onboarding process.

          Julie received a Bachelor of Arts degree in Political Science from Randolph – Macon College. She lives in Newport News, Virginia with her husband Tom, and has two sons and one granddaughter. Julie is involved in her church, devoting time to the children’s and community outreach ministries. She enjoys reading, hiking, playing tennis and spending time with her family.

                440 Monticello Ave
                20th Floor
                Norfolk, VA 23510
                julie.lewis@ubs.com
                Julie Lewis
                440 Monticello Ave,Norfolk,VA,23510
              • Christy

                Christy Gleason

                Client Associate

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                  Christy believes the daily interactions we have with people can have the greatest impact.  She strives to experience every moment with purpose and intent, to ensure every interaction is positive and meaningful.  Christy has more than 22 years of administrative expertise, with over 12 of those years serving clients in the financial industry. She enjoys helping our clients execute on what matters most to them.

                  Christy is originally from Northern California and moved to Virginia in 2006. In her spare time, she enjoys being active in her community.  Some of her favorite past times is cheering her boys on from the sidelines of their various sporting events or participating in the many cub scout activities throughout the year. She has served on the Parent Board of her children’s school, volunteered with little league and cub scouts.  She and her husband Cory are actively involved in their church leading various groups and outreach events, and enjoy the opportunity to lead a group of kids in vacation bible school each year. They also volunteer in various local and foreign serving opportunities dear to their hearts.

                        440 Monticello Ave
                        20th Floor
                        Norfolk, VA 23510
                        christy.gleason@ubs.com
                        Christy Gleason
                        440 Monticello Ave,Norfolk,VA,23510
                      • Christopher McCullough

                        Executive Director

                        Wealth Planning Strategist

                        Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

                        - Estate and multi-generational planning
                        - Retirement income and cash flow analysis
                        - Business continuity and succession planning
                        - Retirement plans and employee benefits
                        - Risk and liability management planning
                        - Charitable giving strategies
                        - Executive compensation and benefit strategies
                        - Special Needs & Disability Planning

                        Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

                        Past experience
                        Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

                        Education and credentials
                        Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

                        Life
                        Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.
                      • Sheree

                        Sheree Woods, CFP®

                        NMLS #947868

                        Senior Wealth Management Banker, UBS Bank USA

                        Current role and areas of expertise

                        Sheree joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Atlanta Market, Atlanta PWM, Charlotte PWM, Philadelphia PWM, Southern Virginia and the Carolinas offices.

                        Leveraging her extensive background in relationship banking, Sheree is focused on providing Financial Advisors and their clients with a variety of banking and lending options, where suitable, to complement their overall wealth management objectives. By presenting both asset and liability management strategies, Sheree is able to highlight all that UBS Bank USA has to offer and ensure awareness of opportunities on both sides of the balance sheet.

                        Professional history

                        Sheree began her career in financial services in 1994. Prior to joining UBS, Sheree spent five years as a Private Banker at Morgan Stanley. Sheree has held positions as a Commercial Lender for BB&T and Wachovia. She also served as a Market Executive for Coastal Banking Company.

                        Education and personal information

                        In Sheree role as a Senior Wealth Management Banker her NMLS# 797777. She holds her the Series 7 and Series 66 securities licenses, CFP®. Sheree also holds a B.A. in Finance from Georgia Southern University.

                        Outside the office, Sheree stays active through gardening, tennis and boating. She also enjoys cooking, entertaining and gathering with friends and spending time with her two adult stepsons, Levi and Addison and daughters-in-law, Laura and Kylie. 

                        Sheree resides in Sandy Springs, Georgia with her husband Kendall, a 2x IRONMAN and 11x 70.3 IRONMAN, and has fun crewing for his IRONMAN events.

                        Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                         

                      Preparing your business

                      Though many business owners have an idea about what their future may hold, few have developed a plan. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.

                      We can provide you with a plan of action for how best to sell it, helping you think through important questions such as:

                      • What are your desired financial objectives?
                      • Is there a strong management structure and succession plan?
                      • Do you have a realistic picture of the net after-tax sale proceeds to help determine the most advantageous way to structure the sale for tax purposes?
                      • Are there activities you and your team can accomplish in the near term to maximize the value of your business before sale?
                      • Do you have a good understanding of how your company is currently valued within your industry?
                      • Do you have a comprehensive risk management assessment for the business?
                      • If it’s a family business, have you come to an understanding with the next generation on roles and responsibilities?

                       

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      Global leader

                      UBS is a leading and truly global wealth manager

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