Tommy Tullo
First Vice President, Senior Financial Advisor
NMLS #620760
800 Capitol St
Houston, TX 77002
713.658.1222
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Tommy is a Senior Financial Advisor and has been with Merrill Lynch Wealth Management since 2011. Prior to being recruited by the firm, he had a successful career with Bristol-Myers Squibb Pharmaceuticals as a Neuroscience Specialty District Business Manager.

With a consultative approach to wealth management, Tommy understands that investing begins with the investor’s mindset, rather than a market outlook. He is committed to uncovering each client’s unique and personally meaningful goals. This allows him to offer a wide range of customized recommendations including investment, insurance, retirement, and estate planning services. Drawing on his Neuroscience background, Tommy has a special interest in working with special needs families to develop long-term strategies designed for financial security and care of family members who have special needs.

Tommy graduated from Texas State University with a Bachelor of Business Administration Degree. Tommy is a Portfolio Manager who 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.

Tommy’s passion for helping others extends outside the workplace through his philanthropic work and community service. He is a 2022 & 2023 recipient of Bank of America’s Global Volunteer Honor Roll. Tommy volunteers for NAMI Greater Houston—National Alliance on Mental Illness, Friendswood Youth Baseball, Project Joy & Hope and the Houston Film Society.

Tommy and his wife, Wendy, reside in Friendswood, Texas, with their two children. Tommy is a lifelong Boxing and NY Yankees fan. He also enjoys independent film, photography and coaching his son’s baseball team and cheering on his daughter’s volleyball team.

About Me
Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I'll help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kimberlye Climie
Wealth Management Lending Officer
NMLS #319305
Chilel Khan
Wealth Management Banking Specialist
Ryan Casey
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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About Merrill

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.

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Thomas Tullo is registered to do business in AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MD, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI.