Tomoe is Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. She blends common sense, curiosity, discipline, and knowledge in her investment process. Firmly opposed to market timing, she believes that “far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves.” Tomoe also recognizes the deep connection between emotion and investing. Emotions often drive our desire to save—whether it's love for our families, the need for security, or hopes for the future. These powerful motivators can significantly influence investment decisions. Tomoe assists her clients in adopting a rational and realistic approach to investing, especially during periods of market euphoria or fear, which is crucial for making sound financial decisions.
Recognized by Forbes as one of “America’s Top Women Wealth Advisors” in 2020 and 2021 ( published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year) and as one of “America’s Top Women Private Wealth Advisors Best In State” from 2022-2025 (Published annually in February. Rankings based on data as of Sept 30 of prior year) , Tomoe has consistently demonstrated excellence in her field. She has also served as an official mentor for the Cherie Blair Foundation for Women and was a Fellow of the Advanced Leadership Initiative at Harvard University. She was also selected to serve on the Aspen Music Festival and School's National Council. Tomoe has been serving on the Council of the Contemporary Art at MoMA. Deeply committed to her community, Tomoe supports underprivileged children and pursues passions in contemporary art, classical music, and hiking.
Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Our mission is to provide comprehensive wealth management solutions that inspire confidence, foster growth, and drive enduring prosperity for corporate executives, business owners, professionals, and serial entrepreneurs and their respective extended families. Having been recognized as "America's Top Women Wealth Advisors Best-in-State" by Forbes for five consecutive years including 2024, (*Published annually in February. Rankings based on data as of Sept 30 of prior year). I am keenly aware of the unique financial challenges and aspirations of my diverse clientele. Whether it is a trailblazing female founder, a seasoned corporate leader, or a driven professional, my mission is to serve as a trusted partner.Part of my personal mission is to be a catalyst for positive change by dedicating my practice to empowering and supporting women in key leadership positions. I am committed to fostering the success of female founders, CEOs/C-suite executives, and women who have been leaders in their own professional fields. I understand the unique challenges and opportunities they face. Through personalized financial strategies, and a collaborative approach, my goal is to empower these accomplished women to navigate and thrive in the complex world of wealth management. Together, we will build a legacy of financial strength, resilience, and lasting impact, ensuring that women play a prominent role in shaping the future of wealth and leadership.The mission extends beyond mere financial success; it is about enabling my clients to lead a life of fulfillment, security, and abundance. By prioritizing education, transparency, and integrity in all that we do, my team and I aim to empower our clients to make informed decisions, seize opportunities, and build a legacy that transcends generations.Join us as we embark on a journey to redefine wealth management, one that prioritizes clients' experience with sustainable growth. Together, we will unlock the full potential of each client's financial portfolio and their ability to leave a lasting impact.
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.
