Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Thomas Rickey is a Vice President, Wealth Management Advisor, and CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc and also holds a Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. He is a highly experienced financial advisor with over 15 years in the financial services industry. Prior to joining Merrill Lynch Wealth Management, Tom also had over 20 years of leadership experience in corporate financial management. One of Tom’s vocal points is retirement plans. Having previously served as a Chief Financial Officer for a variety of organizations, Tom has a demonstrated track record of finding the right financial solution amidst complex circumstances, including corporate restructurings, mergers and acquisitions. He is now leveraging his experience in financial and strategic management for the benefit of individual investors and small businesses. With his certifications, he utilizes his deep knowledge for the benefit of small businesses and individual investors with a singular mission to simplify people's lives by offering a one-stop solution based on the client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Tom is a former Certified Public Accountant and holds an MBA in Finance, with a concentration in Investment Analysis, and a BSBA in Management from Bucknell University. He does not provide any legal or tax advice in his current role with Merrill. Tom dedicates his time and resources to providing clients with the best wealth management strategies, opportunities and investments to help meet their goals. When researching recommendations, he filters the information within the context of clients' goals, tolerance for risk, and their long-term investment strategies. Merrill stands behind a disciplined wealth management process to help clients build, preserve, and transfer their wealth. Merrill's clients have access to over a century's worth of experience, research, and proven 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.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.