Anne Thompson

CRPCTM
Private Client Advisor
“The best thing a human being can do is to help another human being know more.” – Charlie Munger

Anne is passionate about understanding her clients’ particular needs and helping those clients build financial plans that are clear, relevant, and actionable. In her role as a Private Client Advisor, she provides personalized service to individuals and families on their entire financial lives: from mapping out investment decisions to estate planning. As a CRPC™, Anne specializes in helping her clients take the necessary steps to reach their retirement goals.

After a 20-year career in the communications industry with companies such as BellSouth, AT&T, and ScanSource, Anne pivoted to become a Financial Advisor in 2015. She was inspired to make this change based on how she was treated by financial professionals, and she saw a need for more female advisors in the business. She joined Greenwood Capital in 2024 to work directly with Melissa Bane and build an all-women advisory team.

Anne received her B.S. from Western Carolina University and is registered as an investment adviser representative and a Chartered Retirement Planning Counselor™. Originally from Flemington, New Jersey, Anne moved to Greenville in 1995 and has been active in the Upstate community ever since. She is involved with her church, St. George Greek Orthodox, and regularly holds financial education seminars for the community.

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