Thomas Meachum

Thomas “Tom” Meachum provides tailored strategies for individuals, families, small businesses, and retirees to help them alleviate their complexities and capitalize on their financial opportunities. He started working with Merrill Lynch Wealth Management in 1999.  Tom achieved the CERTIFIED FINANCIAL PLANNER^® CFP^® certification awarded by the Certified Financial Planner Board of Standards. In addition, Tom is a Certified Plan Fiduciary Advisor^® CPFA^TM designee from the National Association of Plan Advisors and a Portfolio Manager in the Merrill Investment Advisory Program.  A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Tom focuses on boutique-like services, wealth transfer strategies, income tax efficient investment guidance and management, risk management through life insurance, long-term care and annuities.

Tom received his Bachelor of Science in Business Management and his Master of Business Administration (MBA) from the University of Tampa.

Tom and his wife, Kathy, live in Palm Harbor with their children, Elyse and Spencer.  He supports several local charities by giving back to his community through volunteer work and philanthropic efforts. Previously, Tom served on the University of Tampa’s Board of Trustees and several other alumni organizations. In addition, he previously served as the Chairman of the Administrative Council for Heritage United Methodist Church.  Tom enjoys golfing, skiing, traveling and coaching youth baseball.



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