Sallie Mullins  Thompson,  CFP<sup>&reg;</sup> - Financial Advisor

Sallie Mullins Thompson, CFP®

CPA/PFS

Principal

SMT CPA PLLC

100 Bank St, Ste 5F
New York, NY 10014
(212) 243-9126 CONNECT WITH Sallie Mullins
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General

Sallie Mullins Thompson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SMT CPA PLLC in New York, NY and the surrounding communities.

Financial Advisor Overview

With over two decades of experience in the financial services industry, Sallie Mullins Thompson believes in putting her clients' best interests first, while helping them create wealth and achieve their priorities, ambitions, and dreams.

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Financial Advisor Experience

Sallie Mullins Thompson works with small business owners, families, and executive–level professionals who want to address tax, investment, strategic planning, and asset/cash flow protection issues.  Her comprehensive and holistic methodology, which includes a unique tracking mechanism and regularly scheduled life-cycle reviews, is a clarifying process that enables her clients to effectively navigate their financial lives. What sets Sallie apart from alternative solutions is that tax ramifications are incorporated into all decision-making, resulting in more disposable income.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: NY, DC, VA
  • Health/disability insurance: NY, DC, VA
  • Fixed annuities: NY, DC, VA
  • Variable annuities: NY, DC, VA

Broker-Dealer Affiliation

H.D. Vest Financial Services

Broker-Dealer Disclaimer

*Securities offered through H.D. Vest Investment ServicesSM, Member SIPC
Advisory services offered through H.D. Vest Advisory ServicesSM
6333 N. State Highway 161, 4th Floor, Irving, TX 75038, 972-870-6000
Sallie Mullins Thompson, CPA PLLC is not a registered broker/dealer or registered investment advisory firm
*Registered Representative: Sallie Mullins Thompson
Please Note: HD Vest policy requires that all investment-related correspondence be sent or copied to my HD Vest email address (ThompsonS3@hdvest.net) for archiving and supervisory review.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues

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Helpful Financial Planning Resources