Marc Thomas
Assistant Vice President, Senior Financial Advisor
800 E Colorado Blvd
Pasadena, CA 91101
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

As a Merrill financial advisor, I focus on developing financial strategies for high-net-worth individuals, families, and business owners.

I work closely with clients, building relationships and getting a clear understanding of their personal and financial goals. We discuss their current situation, future objectives and any concerns. Based on these discussions, I help them create customized financial strategies.

I pride myself on following a disciplined, goals-based wealth management process that is built on investment principles but has the flexibility to adapt to a rapidly changing economic climate. My goals-based approach and strategies give clients the opportunity to measure their progress in the context of addressing their goals, not just beating benchmarks.

I keep in close touch with clients, making sure that we meet and discuss life changes and help to ensure that their financial strategy remains aligned with their goals—adjusting if necessary.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Families Forward Learning Center and The Aneurysm and AVM Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

About Me

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.

About Merrill

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.

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Marc Thomas is registered to do business in CA, DE, FL, GA, ID, IL, IN, KY, NC, NV, NY, OR, TX, WA.