Irby J. Thompson, CFP®, AEP®

Irby J. Thompson, CFP®, AEP®

Irby Thompson has spent more than 35 years in the financial services industry.

Irby serves as Vice President of Warren Averett Asset Management and is also a member on 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 1999 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. Irby is married with five children and an increasing number of grandchildren.


  • Bachelor of Arts in Finance
    University of Alabama, Tuscaloosa, Alabama

Professional Affiliations

  • National Association of Estate Planners & Councils

Community Involvement

  • Montgomery Kiwanis Club

Ask Me About

  • How to reconcile the people side and the money side of family finances
  • Why “typical” and “average” don’t apply to you, and what to do about that
  • Making sense of all the financial news we hear
  • The most unusual investment I ever made
  • The “non-destination” wedding we attended in Italy
  • How to not spend big money on cars