PROFESSIONAL PROFILE

Thomas Rouse is the Financial Advisor In Charge of the Greenville, NC office. Thomas works with clients to develop customized financial strategies to help clients achieve long-term financial goals such as a comfortable retirement, developing the financial resources for their children and grandchildren's educational goals, investment portfolio management, and liability management including mortgages and equity lines. Thomas also helps clients focus on estate planning issues by working with their existing advisors, accountants, and attorneys to develop comprehensive estate plans so that clients leave a lasting legacy for their families and their philanthropic passions. His primary goal is to listen and learn each client's unique situation, and to then develop, and implement a customized solution to achieve those goals. Prior to joing Merrill Lynch in 2004, Thomas was a financial advisor with The Financial Group from 2000-2004 in Raleigh NC. He is a graduate with a degree in economics and international studies from the University of North Carolina at Chapel Hill, and is a member of the Greenville Noon Rotary Club.