Tom Cronin
,
Senior Vice President, Wealth Management Advisor
440 Boylston St
Boston, MA 02116
617.692.8235
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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

Tom Cronin, CFP®, CRPC
Wealth Management Advisor
Portfolio Manager

Tom’s primary goal is to serve as the central financial resource to individuals and families to help simplify, consolidate and plan their financial lives. After helping clients establish and prioritize goals and assigning the appropriate amount of risk, Tom leverages the broad resources of Merrill Lynch Wealth Management to structures client’s assets while keeping tax minimization in mind. Going forward, as client goals and market conditions change, Tom will help ensure the defined goals are tracking towards success. Common goals of Tom’s clients are retirement planning, retirement income management, education planning, cash management, liability management, estate planning services and insurance planning. With client’s permission, Tom will work with client’s CPA and estate planner to help ensure continuity with regard to income taxes and intergenerational wealth transferring.

Tom’s 21 years of financial services experience started in the institutional money management for 9 years at Putnam Investments and Eaton Vance Management before he moved to wealth management in 2004. He is a graduate of St. Michaels College and has earned a Certification of Financial Planning from Boston University. Tom is a CERTIFIED FINANCIAL PLANNER (CFP®) certificant a designation awarded by the Certified Financial Planner Board of Standards, Inc and also holds the Chartered Retirement Planning CounselorTM (CRPCTM) designation awarded by the College for Financial Planning. He sits on the Alumni Board at St. Sebastian’s School in Needham, MA. Tom and his wife Lauren live in Wellesley, MA with their three children, Annie, John and Maggie.
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.

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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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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Thomas Cronin is registered to do business in CA, CO, CT, FL, MA, ME, NC, NH, NJ, NM, NY, OH, PR, RI, TX, VT, WA.