Newport Beach is proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

 

David Thompson, AWM, CIMA®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

949-720-8924 | Email
949-640-2931

Branch Director David C. Thompson joined RBC Wealth Management after 10 years with Merrill Lynch, eight of which he was the sales manager in the Laguna Hills, California office. Prior to entering the financial services industry, he spent six years working for Toyota Motor Sales, USA as a regional sales manager responsible for the New York/New Jersey Metro Area. David accepted an offer to join RBC in March of 2009 and has since been promoted to the Branch Director role.

In addition to his other responsibilities, David has been in production his entire professional career and runs an efficient and productive client-centric business. David advises families, business owners, corporate clients and Home Owners Associations in developing financial strategies. His approach is client-centered wealth management with particular emphasis on the formulation of appropriate risk-based goal development. David received his Bachelor of Science degree in business with an emphasis in marketing from San Diego State University.

David has also received his Certified Investment Management Analyst designation from The Wharton School in 2004. He specializes in portfolio construction and management, liquidity strategies, and investment planning strategies.