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Merrill Lynch
Wealth Management
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
Our mission, first and foremost, is to understand you. We take the time to ask hard but smart questions and to listen carefully. We assess where your wealth stands today and where you'd like it to be tomorrow.
Thomas Rickey is a First 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. 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 ( such as managing their retirement plans ). 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, overall investment goals and costs associated with the recommendation. 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 financial 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 wealth management strategies.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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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LANGUAGES
English
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EDUCATION
Bucknell University
Indiana University
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Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
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stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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