Thomas Corcoran

Thomas John Corcoran is a financial advisor dedicated to helping high-net-worth families and business owners grow and preserve their wealth.
He began his career in financial services in 2018 with Fidelity Investments, followed by experience at J.P. Morgan Wealth Management. For the past three years, Thomas has proudly served clients at Merrill Lynch Wealth Management.
Today, Thomas focuses on guiding clients through thoughtful, long-term strategies designed to preserve what they’ve built while pursuing appropriate, risk-aligned growth. He understands that for many successful individuals and entrepreneurs, preserving wealth is just as important as generating returns.
Leveraging Merrill’s advanced resources and the insights of the Chief Investment Office, Thomas helps clients navigate every stage of their financial lives—from retirement planning and liquidity events to multi-generational legacy planning.

_{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.”).}