Financial planning for what you want to accomplish

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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, 2023The 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

440 Monticello Ave
20th Floor
Norfolk, VA 23510

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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 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 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, 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, 2023The 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.

• Liberty University, Business degree in Finance

• Endowment & Foundation Consultant
• Chartered Financial Analyst®

440 Monticello Ave
20th Floor
Norfolk, VA 23510

• AL
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• ID
• IL
• IN
• MA
• MD
• ME
• MI
• MN
• NC
• NH
• NJ
• NV
• NY
• OH
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• 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.

• Virginia Tech, Finance: 2006 - 2010

• Certified Exit Planning Advisor
• Chartered Financial Analyst®

440 Monticello Ave
20th Floor
Norfolk, VA 23510

• AL
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• ID
• IL
• IN
• MA
• MD
• ME
• MI
• MN
• NC
• NH
• NJ
• NV
• NY
• OK
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• RI
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• VA
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• 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.

• The Ohio State University: 2014

• CERTIFIED FINANCIAL PLANNER™

440 Monticello Ave
20th Floor
Norfolk, VA 23510

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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

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• VA

Julie Lewis is a Senior Registered Client Services 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

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