Your team
Singh & Associates
10000 Avalon Blvd
Alpharetta, GA 30009
(678) 746-5702
At Merrill, we help clients simplify the complex
We embrace the twists and turns of life, helping clients navigate their financial complexities to create a path forward. As our ad campaign says, having the “bull at your back” means you don’t have to go it alone.
Singh & Associates
Merrill Lynch Wealth Management
10000 Avalon Blvd
Alpharetta, GA 30009
(678) 746.5702
(678) 746.5702
Learn more about an advisor's background on
Our mission is to empower our clients to achieve their financial aspirations through personalized, comprehensive wealth management strategies. We are committed to delivering exceptional service, informed by deep expertise and a thorough understanding of each client's unique needs and goals. By integrating innovative financial solutions with a steadfast dedication to integrity and excellence, we aim to preserve and grow client's wealth, ensuring their legacy for future generations.
Our mission is to empower our clients to achieve their financial aspirations through personalized, comprehensive wealth management strategies. We are committed to delivering exceptional service, informed by deep expertise and a thorough understanding of each client's unique needs and goals. By integrating innovative financial solutions with a steadfast dedication to integrity and excellence, we aim to preserve and grow client's wealth, ensuring their legacy for future generations.
Singh & Associates
Welcome
Recognition
Tom Singh
Managing Director, Senior Resident Director - Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Singh & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Our Approach
At Singh & Associates, we specialize in providing bespoke financial advisory services tailored to the distinct needs of our diverse group of clients. Our holistic approach integrates comprehensive financial planning, business exit strategies, wealth structuring, tax mitigation, and legacy planning to ensure our clients' financial goals are not only met but exceeded.
Meet Our Team
Tom Singh,
CEPA®, CPFA™
Managing Director, Senior Resident Director - Private Wealth Advisor
678.746.5702
678.746.5702
Courtney J. Walls,
AWMA™
Assistant Vice President, Private Wealth Business Manager
678.746.5687
678.746.5687
Christa Ortwein,
CFP®
Assistant Vice President, Private Wealth Relationship Manager
678.746.1050
678.746.1050
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.
Amber Simon
Wealth Management Banking Specialist
Merrill
Richard Keith Watkins
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652562
Michael Duffy
Wealth Strategist
Insights
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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.