Tom Curry,
Senior Vice President, Senior Financial Advisor
Tom Curry is a Senior Vice President, Portfolio Manager and Senior Financial Advisor who joined Merrill Lynch Wealth Management in 1997. Tom holds the Chartered Retirement Planning Counselor (CRPC) designation. In addition, Tom holds a Bachelor of Science/Finance degree from the University of Rhode Island (1987 graduate) and a Masters of Business Administration/Finance concentration from Bryant College (1996 graduate).
In his role as a Senior Financial Advisor, Tom adheres to a disciplined process that delivers a consistent yet customized wealth management expereince. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Tom is able to help you establish objectives, develop an appropriate strategy and recommendations that draw upon the investment insights of Merrill and the banking convenience of Bank of America to connect all the pieces of your financial life. Tom can conduct regular reviews with you to help assess your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Prior to joining Merrill, Tom worked in the commercial insurance industry for national and local companies, holding varous positions from commercial lines underwriter to supervisor. In addition those duties, Tom was extensively involved in the marketing of the commercial lines program and services offered.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
