Thomas Holder
Managing Director, Senior Financial Advisor
2301 SE Monterey Rd
Suite 1
Stuart FL 34996
(772) 223.6745
Learn more about an advisor's background on
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

Thomas, or "Tommy" as he's known to clients and friends, brings a proclivity for all things financial to the team. His upbringing cultivated an exceptional appreciation for the importance of family and associated traditions. This core value, coupled with his MBA degree in finance and management, translates into his business practices today. Tommy has an innate ability to clarify where clients are with their finances and help them to see their true portfolio potential. He does so by always trying to put the client's needs first and by respecting the fact that relationships and trust grow over time. His wealth management strategies start with gaining an in-depth understanding of each client's current situation and individual goals. He joined Merrill Lynch Wealth Management in 2013.

He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

He holds the Accredited Asset Management Specialist, AAMS designation. Tommy earned a bachelor's degree from the University of Miami with a concentration in management, finance and business law. He then went on to earn his MBA from Florida Atlantic University, focusing on finance and management.

As a Stuart native Tommy has developed a love for boating and the ocean. He enjoys time spent on the water with his wife Lauren, daughter Kennedy, twin sons Huck & Hayes and Labrador Honey.

Recognition
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Planning's "Top 40 Brokers Under 40", 2023
(Published on February 1, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "America's Top Next-Generation Wealth Advisors", 2021-2024
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2024
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Show more
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Thomas Holder is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI.