Mary C. Thompson

Since joining Advantage Wealth Partners in 2015, Mary has played an integral role in the firm’s growth and evolution, overseeing marketing, compliance, operations, and strategic initiatives. She works closely with the firm’s leadership team to guide strategic initiatives, strengthen the client experience, and support the firm’s continued growth.

With nearly four decades of experience in financial services and marketing, Thompson’s background includes financial advising, banking, insurance, and trust administration. Her broad industry experience enables her to bridge strategy, operations, marketing, and client communications, helping transform complex financial concepts into meaningful client experiences while supporting the firm’s continued growth.

Thompson has also served as producer and co-host of the weekly television and radio program Saving the Investor alongside Certified Financial Planner™ professional Alfie Tounjian, helping educate Southwest Florida families on retirement, tax, and wealth planning topics.

Known for her exceptional organizational skills, thoughtful leadership, and ability to build lasting relationships, Thompson has earned the trust of clients, colleagues, and business partners alike. Her genuine commitment to listening, problem-solving, and delivering exceptional service has helped foster long-term client relationships and a culture centered on putting clients first.

Outside the office, Thompson serves on the Board of Directors for iWork4Him, a nonprofit organization dedicated to encouraging Christians to view their workplace as a mission field and an opportunity to positively impact others through their work.