Atlanta, Georgia

3290 Northside Parkway, 7th Floor
Atlanta, GA 30327

PHONE NUMBER: 404.881.3400
TOLL-FREE: 866.517.3400
FAX NUMBER: 404.816.7143

W. Scott Thompson III, CTFA
Southeast Regional Team Executive and Co-Executive Director of CIBC Family Office

Scott Thompson is the Southeast regional team executive, with over 25 years of industry experience. In this role, he oversees offices in Texas and Florida, as well as manages the firm’s Atlanta office, serving clients as a senior relationship manager. Additionally, Scott is co-executive director of CIBC Family Office, leading our national family office platform. He also serves on the firm’s Trust Committee, which provides fiduciary oversight in the administration of trusts.

Prior to joining the firm in 2001, Scott was a senior manager in the high net worth division of Wachovia Bank and a trust and investment officer with Virginia Commonwealth Trust Company.

He earned a Bachelor of Business Administration with a concentration in finance from James Madison University, and he is a graduate of the Southeastern Trust School of Campbell University and the ABA National Graduate Trust School. Scott holds the Certified Trust and Financial Advisor (CTFA) certification.

Scott has held various leadership positions within the Anglican and Presbyterian churches, and serves on the Young Life Committee in Atlanta.  He has co-chaired capital campaigns for Pace Academy and volunteered with the Boy Scouts. In 2019, Scott was listed in Barron’s 2019 Top Advisor Rankings by State.

 
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.