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.