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