Thomas E. Smith has been a Financial Advisor for over 20 years and began working for Merrill Lynch Wealth Management in the Fairhope, Alabama office in 2004. He has attained the Certified Investment Management Analyst®, (CIMA®) certification through the Investments & Wealth Institute™ (The Institute) in conjunction with the University of Chicago's Booth School of business. Thomas focuses on retirement planning strategies for individuals and businesses and has over 35 years of experience working with Retirement Plans. Thomas lives in Fairhope, Alabama with his wife Anne and has three sons: Walker, Evans, and Tipton.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
