Thomas Corcoran

Thomas John Corcoran is a financial advisor with a passion for helping high-net-worth families and business owners grow and protect their wealth. His journey into financial services began in 2018 with Fidelity Investments, followed by experience at J.P. Morgan Wealth Management. For the past three years, he has been proud to serve clients at Merrill Lynch Wealth Management.
Today, after more than three years at Merrill, he focuses on helping high-net-worth families and business owners preserve and grow their wealth through thoughtful, long-term strategies.
Thomas’ approach is centered on one clear priority: helping you preserve what you have built while aiming for reasonable, suitable growth. He understands that for many successful individuals and entrepreneurs, protecting assets is just as important as achieving returns.
With access to Merrill’s cutting-edge tools and the insights of our Chief Investment Office, Thomas helps guide his clients through all stages of life—whether it's preparing for retirement, navigating a liquidity event, or planning a legacy for future generations.



_{The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).}