Tom has been with Merrill Lynch Wealth Management since 2015. He focuses on clients goals and concerns, offering the goals-based wealth management process, global resources, and web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. Tom is able to provide a wide array of financial or investment services including wealth management, helping you develop financial strategies, retirement planning services, education funding, wealth management strategies or portfolio development. Tom helps clients focus on legacy planning issues and can work with your personal estate planning advisors to resolve complicated issues.
Tom graduated from Westminster College in 2011 and received a B.S. in Business Administration. Prior to joining Merrill in 2015, Tom worked as a Customer Service Manager. While working in the customer service industry Tom developed strong communication skills and realized the importance of making clients the focus of the operation. Tom currently resides in the town of Henrietta with his wife Tracy. Tom is very involved with his church, is an active member at the YMCA, and loves to play golf.
Tom holds a Series 7 and Series 66 FINRA registration.
My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
