customer service updates and news about TWM
Nice job, Mr. Gentile. Congrats to TWM’s Jordan Gentile who just passed his Series 65, the Uniform Investment Adviser Examination! His business card now reads Assistant Financial Adviser and, among his many duties, he will be serving as client account manager for our Legacy and Growth accounts.
Please welcome Jordan Gentile as the newest member of Thompson Wealth Management's team.
To support our planning and investment collaborations, we’ve set up a new website with a new Private Client Center. We hope you’ll take a few minutes to log in and explore the site and the many exciting features.
30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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