Thomas Okomo
,
Vice President, Wealth Management Advisor
NMLS #1367879
45 William Street
Wellesley Hills, MA 02481
781.431.4028
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Thomas joined Merrill Lynch Wealth Management in 2014. Prior to joining Merrill, he was in business and product management in the property and casualty insurance industry. 

His practice focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve.  He provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives.  Thomas is driven by his passion for delivering excellent service and helping clients pursue their goals

Thomas holds the CERTIFIED FINANCIAL PLANNER, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he holds the Certified Plan Fiduciary Advisor, CFPA designation. He has undergraduate degree in accounting and finance from United States International University and Masters of Science in Global Financial Analysis and Masters of Business Administration in Finance from Bentley University.

Thomas resides in Boston, MA with his wife and children where he is active member of the community. His passion is spending time with his family, reading, cooking and learning about other cultures

Meet Our Professional Staff
Sebeta Kalpee
Registered Wealth Management Client Associate
781.283.5608
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.
Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
Jeffrey P Carchidi
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482844
John P Walsh
Retirement Specialist
Bank of America, N.A.
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.
Thomas Okomo is registered to do business in AZ, CA, CT, FL, IN, MA, MD, ME, MI, NH, NJ, NY, OH, PA, PR, RI, UT, VA, VT, WI.