Marvin L Thomson
Name:
Marvin L Thomson, CFP®, LUTCF
CERTIFIED FINANCIAL PLANNER™
Job Title:
Vice President – Financial Advisor
Where did you grow up?
Burlington, Iowa
What year did you begin your career at Two Rivers Bank & Trust?
2002
Can you please explain your current role?
I am a Financial Advisor with Two Rivers and assist clients with their financial planning needs. I also serve as the manager of the Investment Brokerage Team.
Leading up to your current job, what other experience do you have related to the banking industry?
I began my financial services career in 1994. I have only worked as a financial advisor out of college. I spent 8 years working as an advisor in the Chicagoland and Quad Cities areas.
Do you have any special certificates / awards or designations?
I am a Certified Financial Planner and have also earned my Life Underwriter Training Council Fellowship designation (LUTCF). I have six different FINRA Securities licenses with LPL Financial and carry my personal lines insurance licenses as well.
Please highlight your community involvement.
I am the Purple & Gray Foundation Board Secretary, a BHS Booster Club Parent Rep, and a Past Board President of the Notre Dame Foundation.
What do you enjoy most about your role at Two Rivers Bank & Trust?
It may sound cliché but I enjoy my client relationships most. I am able to get to know many people and their families on a personal level and help them when problems may arise. It is a very satisfying role.
What does being a good neighbor mean to you?
Being a good neighbor, is like being a good friend. You need to be there when someone needs you and your services.
Contact: 319-758-8439
