Thomas Tishman

Wealth Management Advisor, First Vice President
NMLS #579859

172 Main Street
Chester, NJ 07930
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Whatever your personal goals, I will work with you to develop a personalized financial approach designed to help you pursue what is most important to you.

Tom is a graduate of NYU's Stern School of Business with an MBA in Finance and a BA in Economics. He joined Merrill Lynch Wealth Management in May 2005, with 25 years experience in the financial services industry as a financial forecaster, government bond trader, and financial advisor. In addition to his FINRA securities registrations and CFTC commodities licenses, he holds life and health insurance licenses. In April 2006, Tom earned the Chartered Retirement Planning CounselorTM designation. In December 2012, he earned the Wealth Management Advisor functional title granted to advisors handling many large client relationships who have passed a series of rigorous internal tests on a dozen topics important for providing services to high net worth clients. In January 2013, he was promoted to Vice President. In June 2017, Tom earned his Portfolio Manager designation within Merrill's Investment Advisory Program. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In January 2023, Tom was promoted to First Vice President.

Tom resides in Mendham with his wife, a residential real estate broker. Their eldest, a son, is matriculating towards his second Master of Arts in International Security Policy Studies at Elliott School of International Affairs, George Washington University; their older daughter, after graduating from University of Pennsylvania and completing her Masters in City Planning at MIT, works for a major utility in New York City helping customers limit energy usage; and their younger daughter graduated from Maryland Institute-College of Art and is a metal sculptor in Minneapolis.

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Kathleen Miller
Registered Senior Wealth Management Client Associate
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Bank of America, N.A.
NMLS #35152
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Thursday, December 14th 2023| 2:00 PM EST
2024 Year Ahead Outlook - Looking toward a new era of growth

Hear our experts discuss their outlook for 2024 and learn steps you could take now to prepare.

Topics explored:
> Insights on the economy, markets, and emerging investment themes
> Where earnings, interest rates, and inflation could go next
> How heightened geopolitical risks might affect the market outlook
> Portfolio ideas and strategies

2023 started strong, but events in Washington and around the world began to weigh on investors' minds. In this webcast, we will explore where things could go from here and offer actionable portfolio ideas you could consider now to navigate emerging risks and opportunities.

For a speaker list and a calendar reminder, click here.

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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 Tishman is registered to do business in CA, CT, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OH, PA, TX, VA, VT.