Paolo Thompson
Executive Managing Director, Partner, CFP^®

With a career spent exclusively in finance spanning several decades, Paolo brings deep expertise in retirement planning, investment management, and behavioral finance to his role as Executive Managing Director and Partner at Merritt Point Wealth Advisors.

His commitment to the profession began long before his career officially started. His father was a CERTIFIED FINANCIAL PLANNER^® professional, and Paolo grew up watching him care for clients with genuine compassion and unwavering integrity. That early example shaped his own philosophy and ultimately inspired him to take over and grow the family practice—an accomplishment he remains especially proud of.

At Merritt Point, Paolo focuses on understanding each client’s unique goals and guiding them through life’s financial decisions with clarity and confidence. A perfect day at work is one spent visiting with clients and hearing about their lives. He is currently leading the practice’s expansion into Houston, where he is dedicated to building a community that reflects Merritt Point’s “Service First” values.

Known for his compassionate, patient, and kind approach, Paolo lives by a piece of advice he received early in his career: “Always do what is right for the client and success will follow.” This principle has guided every stage of his professional journey and continues to prove true.

Outside the office, he finds balance in simple joys, especially reading and jogging along the bayou, where he recharges and reflects on the work he loves.