Tom Raymond
,

Senior Vice President, Wealth Management Advisor
NMLS #578722

2 Pickwick Plaza
Greenwich, CT 06830
203.861.5922
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

The Raymond Group

Thomas G. Raymond and his team focus on helping wealthy families and individuals and senior executives manage all aspects of their investments and finances in a prudent and cohesive manner.  Tom and his team provide customized, cost effective strategies to each client situation by drawing on Merrill’s vast global resources and Tom’s extensive, 3+ decade career in the investment management industry.  Each relationship starts with obtaining a thorough and detailed knowledge of the client’s personal financial situation and their short and long term needs and goals.  Tom and his team then develop a customized investment and financial strategy to match the specific and unique needs of the client.  Tom has dedicated his entire 32 year career to providing investment counsel and guidance to a small group of clients.  Tom and his team have an unwavering commitment to providing you with a personalized, yet holistic and client centric approach to managing your wealth.

The Raymond Group provides services in the following areas:

Investment Advice
Discretionary Investment Management
Municipal Bond Management
Private Equity & Alternative Investments*
Trust & Estate Planning Services

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Louis Tesoriero
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #78196
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Thomas Raymond is registered to do business in CA, CO, CT, FL, MA, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT.