A. Thomas Vari is a First Vice President and a Senior Financial Advisor in the Seal Beach Merrill Lynch Wealth Management office. As a Senior Financial Advisor, Thomas helps affluent families and business owners with all aspects of their financial needs. With over 25 years of Financial Services experience, he focuses on investment management and wealth planning services.
By working to strategically align both sides of clients’ balance sheets, Thomas helps to better position his clients for sustainable growth. Thomas has a defined process by which he works with each client to help them build long-term liquidity to help reach their goals and needs. Understanding the specific situations of his clients, Thomas can give sound advice, establish objectives, develop an appropriate financial strategy, and review the progress he and clients are making together toward reaching those goals and objectives.
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.
