Tom McCormick began his career at Merrill Lynch Wealth Management in 2011. Tom focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.
His focus is on developing strategies and providing investment guidance for individuals, their families and their businesses by understanding their short and long-term financial objectives. Tom holds the CERTIFIED FINANCIAL PLANNER™ certification.
Tom is a 2011 graduate of The College at Brockport, SUNY, where he played varsity baseball and majored in Business Administration. Tom then graduated from Utica College, where he was the Graduate Assistant baseball coach, with a M.B.A. in Economic Crime and Fraud Management in May 2013. He currently resides in Malta, NY with his wife Courtney and two children, Jack and Rowan. They enjoy traveling, exploring the Adirondacks, and spending time with friends and family.
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.