Warren Averett, LLC, Certified Public Accountants and Advisors, is pleased to announce that Member, Irby Thompson, CFP®, AEP® has been approved as an Accredited Estate Planner® (AEP®). The AEP® designation is awarded by the National Association of Estate Planners & Councils (NAEPC) to credentialed estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation and character. The AEP® designation is only available to attorneys, CPA’s, CLU’s, CFP®’s, ChFC’s and Certified Trust and Financial Analysts.
Thompson has spent more than 35 years in the financial services industry, and serves as Vice President of Warren Averett Asset Management, as well as a member of the Investment Committee. After graduating from the University of Alabama in 1976, he was an owner and principal of Thompson Insurance, Inc., a commercial lines insurance agency, for 20 years. In 1990 he joined a Registered Investment Advisory firm as a consultant. During his tenure there he worked with clients of all sizes, and headed the firm’s relationship with its largest client, a three hundred million dollar retirement plan. Irby has had significant experience in the process of portfolio design, investment manager research and selection and the ongoing monitoring of portfolio performance.
Thompson joins approximately 1,700 designees across the US, and is recognized as a AEP® who has committed to the specialized knowledge and team approach to estate planning.
About Warren Averett
Warren Averett has grown substantially over the last few years to become one of the largest accounting firms in the Southeastern region, ranking among the top 30 firms in the United States. With more than 800 employees and 340 CPAs, Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 15 office locations include Birmingham, Huntsville, Mobile, Montgomery, Cullman, Anniston, Auburn and Foley, Alabama; Pensacola, Fort Walton Beach, Destin and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands. To learn more about our firm visit www.warrenaverett.com.
The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.