Tom joined Merrill Lynch Wealth Management in 2015, driven by a passion for empowering business owners to maximize the value of their companies. He is committed to enhancing personal wealth plans and helping to ensure his clients are well-prepared for their next adventures, particularly during transitional phases. Understanding the challenges that arise when hard work doesn’t lead to successful ownership transfers, Tom is here to navigate those complexities with you.
Embodying Merrill’s commitment to community service, Tom actively engages with local organizations to foster positive change. His involvement includes initiatives with the Tyger River Foundation, Conserving Carolina, The Pisgah Conservancy, Conestee Nature Preserve, and Friends of Pisgah. He also contributes his financial knowledge and experience as a member of the Planning & Zoning Board for the Town of Reidville.
Originally from the Philadelphia area, Tom attended college in Michigan, where he met his wife, Stephanie. They made Spartanburg their home in 2015, and in 2023, they joyfully welcomed their daughter, Emma, into the world. This new chapter has deepened Tom’s appreciation for family and community, inspiring his dedication to creating a bright future for them. When not at work, you can find Tom, Stephanie, and Emma exploring local hiking trails, enjoying time at the dog park, or discovering new towns together.
Welcome to McLeod & Associates, where we work with business owners and families to help navigate their unique financial journeys. Whether you're preparing for the next chapter in your business life or planning for long-term family wealth preservation, we are here to guide you every step of the way.Led by Chip McLeod and Tom Clark, our team is dedicated to understanding your individual goals and aspirations. We work closely with business owners to design thoughtful exit strategies, helping to ensure you're ready for your next act in life. For families, we focus on creating customized, multi-generational plans that help preserve and grow your wealth for years to come.At McLeod & Associates, we are committed to providing you with the trust, experience, and personalized care needed to help you and your family achieve lasting financial success. Let's start the conversation about what truly matters to you.
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.