Thomas Wertz joined Merrill in 1991 is a Senior Vice President, Wealth Management Advisor and co-founded the Wertz Eberts Group. Tom and his team create wealth management strategies for clients to build, preserve and distribute wealth by having a clear understanding of their goals, risk tolerance, time horizon and liquidity needs. Tom lives in Enola with his wife, Holly, and their 3 children.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
