Tom has been a Financial Advisor for 34 years, joining Merrill Lynch Wealth Management in 2007. Tom holds the Chartered Retirement Planning CounselorTM designation. Tom graduated with a Bachelor’s Degree in Finance from the University of Arizona and an MBA from Quincy College. On the personal side, Tom has a passion for boating, golf and scuba diving. He has served as president of Quincy Noon Optimist Club, president of Quincy Rotary East and is a Paul Harris Fellow, Commodore of the Quinsippi Yacht Club and Commodore of the Quincy Boat Club.
Tom is dedicated to providing clients with a customized and individually tailored approach to financial and wealth management strategies. At the heart of his philosophy is a commitment to utilizing a client first approach to investing and building long lasting client relationships. Tom can conduct regular reviews with you to help you track your progress toward reaching your retirement, wealth transfer and life planning strategies.
Tom follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
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.
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.
