The TM Group

Merrill Lynch Wealth Management
474 Fulton St
Brooklyn, NY 11201
(212) 236-5702
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Wealth management made effortless. In a world where financial services can feel impersonal, we stand apart. We're not just advisors; we're your advocates, allies, and collaborators in your financial journey. Our commitment to serving clients transforms our experience, knowledge, resources, and partnerships into tangible results for our clients.
The TM Group
Merrill Lynch Wealth Management
Welcome

About our clients:

  • The Financially Fortunate: Whether you're preserving and growing multi-generational wealth or navigating complex family dynamics, we offer sophisticated strategies tailored to your unique circumstances.
  • Business Owners: You’re proud of the business you’ve built. We'll provide you the strategic guidance necessary to achieve your business objectives and secure your personal financial future.
  • Retirement Plan Sponsors: You carry significant responsibilities as a plan fiduciary, but you don't have to navigate them alone. We are specially designated retirement plan advisors, who will collaborate with you to create tailored retirement plans and financial wellness programs, design strategies to help retain key employees, and fulfil your and your business' fiduciary obligations.
  • The Corporate Executive: You’re navigating the complexities that accompany a corporate executive compensation structure. From managing concentrated stock positions to guidance on stock compensation, we understand the complexities of executive wealth and will help you maximize your hard-earned compensation throughout your career and beyond.
  • Impactful Institutions and Families: In your pursuit of purpose, you deserve a financial resource who can transform assets into meaningful impact. We collaborate with institutions, philanthropic individuals and families, and investors committed to aligning their portfolios with their values.

Common Scenarios

For Individuals and Families:

  • Customized financial planning with a CERTIFIED FINANCIAL PLANNER™ professional
  • Retirement, education, and legacy planning
  • Tax-efficient investing strategies
  • Trust and estate planning services
  • Customized credit solutions

For Business Owners:

  • Planning for sale, IPO, or generational transfer of a company, succession planning
  • Corporate treasury services
  • Commercial and investment banking services through Bank of America

Retirement Plan Sponsors:

  • Advisory services for defined contribution and defined benefit plan fiduciaries
  • Access to 3(21) and 3(38) fiduciary investment management services
  • Employee financial wellness and education
  • Executive compensation programs, including non-qualified deferred compensation and stock option plans

For Corporate Executives:

  • Guidance on stock compensation
  • Managing concentrated stock positions

Institutions, Philanthropists, and Impact Investors

  • Values-aligned and sustainable investing
  • Institutional portfolio management
  • Philanthropic strategies
  • Institutional consulting
  • Donor Advised Funds

Get Started

Click the contact us button to schedule a 30-minute introductory meeting. We’ll get to know each other and chat about your vision, goals, and challenges. Our high-touch service and collaborative approach make wealth management effortless, ensuring a plan that delivers results. Trust us to handle the details, freeing up your time for what truly matters.

About Us
About Our Team

Our motto: work hard and do the right thing. Each with their own unique strengths, team founders Jeff Thomas and Brian Mizoguchi have built a distinctive practice focused on service, deep relationships with clients, and technical excellence:
Jeff Thomas CFP®, CSRIC™ is a native New Yorker, CERTIFIED FINANCIAL PLANNER, and Chartered SRI Counselor with more than a decade of experience helping clients achieve their financial goals. Jeff will get to know you and understand what is important to you. This knowledge will allow him to constantly translate goals into specific financial solutions to get you there.

Brian Mizoguchi CEPA®, CPFA®,**CSRIC®**is a Senior Financial Advisor and Portfolio Manager. Brian's focus is on complex client needs. He helps business owners as a Certified Exit Planning Advisor, a Certified Plan Fiduciary Advisor, and a Retirement Accredited Financial Advisor specially designated by Merrill to work with 401k plan sponsors. Brian is a frequent collaborator with Bank of America's commercial and investment banking teams, covering venture backed growth companies and middle market businesses. Additionally, Brian is a leader in the world of sustainable and impact investing. He is the chairman of the Impact Capital Forum, a thought leadership focused nonprofit based in New York. He also has served as a program mentor for the Wharton Total Imapct Poprtfolio Challenge and on the leadership committee for Bank of America's My Environment program.

Meet Our Team
Jeffrey Thomas,

CFP®, CSRIC®

Vice President, Wealth Management Advisor
718.510.9206
Brian Mizoguchi,

CEPA®, CPFA™, CSRIC®

Assistant Vice President, Senior Financial Advisor
212.236.5702
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.
Casely Doryumu
Employee Benefits Specialist
Bank of America, N.A.
Rocco Tesoriero
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #69162
Megan Miller
Associate Investment Advisory Specialist
Merrill
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 SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.