Financial planning for what you want to accomplish

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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    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
  • Scott Singor

    Scott Singor, CFA

    Senior Vice President–Wealth Management

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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 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
      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
    • Marc

      Marc Cimmino, CFA

      Account Vice President

      Certified Exit Planning Advisor

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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.

      • 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
    • curtis updated image

      Curtis R. Hanson, CFP

      Financial Advisor

      CERTIFIED FINANCIAL PLANNER™

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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 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
    • Anita Hairston

      Anita Hairston

      Senior Client Associate

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      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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            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

                  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

                        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

                        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

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