My mission is to provide clear, thoughtful financial guidance grounded in integrity, professionalism, and disciplined process. I strive to build lasting relationships based on trust, transparent communication, and a genuine understanding of what matters most to the clients and families we serve.
Thomas Wilson
Senior Vice President, Senior Financial Advisor
1033 Skokie Boulevard
Suite 500
Northbrook IL 60062
(847) 291.4843
(847) 291.4843
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My mission is to provide clear, thoughtful financial guidance grounded in integrity, professionalism, and disciplined process. I strive to build lasting relationships based on trust, transparent communication, and a genuine understanding of what matters most to the clients and families we serve.
Profile
| Thomas Wilson is a Senior Vice President, Senior Financial Advisor, and Senior Portfolio Manager with Merrill. He works closely with individuals, families, and business owners to help them organize their financial lives and make informed decisions aligned with their goals and priorities. With a disciplined approach, Thomas provides guidance across wealth planning, investment strategies, retirement considerations, and broader financial decision‑making. He focuses on creating clarity through a structured process that incorporates each client’s objectives, comfort levels, and long‑term vision. Thomas leads The Wilson Group, a collaborative team committed to delivering a high standard of service through consistent communication, thoughtful planning, and a deep understanding of what matters most to the clients they support. He values building long‑term relationships grounded in integrity, professionalism, and transparency. Based in Northbrook, Illinois, Thomas works alongside his team to provide clients with access to the firm’s resources, insights, and capabilities while maintaining a personalized advisory experience. His philosophy centers on helping clients navigate complexity with confidence through education, disciplined strategy, and a reliable process. |
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Tom’s awards and activities include: Forbes "Best-in-State Wealth Management Teams", 2024-2026 |
| (Published annually in January. Rankings based on data as of March 31 of prior year.) Forbes "Best-in-State Wealth Advisors", 2023-2025 |
| (Published annually Jan – April. Rankings based on data as of June 30 of prior year.) Win Smith Fellow, 1986 Member, NASD Board of Arbitrators, 1990 2025 Volunteered more than 200 hours at charitable organizations like Our Daily Bread Food Pantry, Northern Illinois Food Bank, SBC Disaster Relief credentialed. |
| 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. |
| Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. |
Recognition
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2023-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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.
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Thomas Wilson is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VI, WA, WI.