Tom Barry
Tom joined Merrill Lynch Wealth Management and Bank of America in 2017. As a Financial Advisor, he works closely with affluent individuals, families, and business owners to help them pursue their wealth management goals with clarity and confidence. He is known for his intentional approach, attention to detail, and optimistic outlook—qualities that shape the way he builds and sustains client relationships.
Tom has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation. His areas of focus include retirement planning, managing new wealth, education planning, wealth transfer and preservation, and preparing for major life events, such as purchasing a home.
Tom graduated from Colby College, where he earned a bachelor’s degree in economics. He lives in Rhode Island with his wife, Paige, and their daughter, Mia. Outside the office, Tom is active in his local church, enjoys long distance running, and values the time he spends with friends and family.
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.
