The Munroe Group

Merrill Lynch Wealth Management
250 Monroe Avenue NW
Floor 06
Grand Rapids, MI 49503
(616) 774.4246
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The Munroe Group is a multi-generation wealth management team; focused on families, their businesses and the causes they care about. We adhere to a disciplined process and deliver a customized total wealth management experience. Tom, Tom, & Carmen take the time to fully understand our clients and what matters most to them. This allows our team to account for the total financial picture and help meet long term financial goals.
The Munroe Group
Merrill Lynch Wealth Management
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Thomas Munroe,

CPFA™, CPWA®

Senior Vice President, Wealth Management Advisor
616.774.4246
Thomas Munroe
Senior Financial Advisor
616.774.4239
Carmen Solano,

AAMS™, CRPC™

Officer, Registered Wealth Management Client Associate
616.774.4238
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.