Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Tommy T Nguyen follows a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities. Tommy currently holds a Series 7, Series 66 FINRA registration and Insurance License. Passionate about delivering excellent service, Tommy also holds the Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor designations.
Tommy joined Merrill Lynch Wealth Management in 2002 in Denver, Colorado and moved to Hopewell, New Jersey shortly after to join Merrill Consults team whose primary objective is to offer investors an individualized approach to portfolio management and access to institutional-level investment managers, such as Lord Abbett, Nicholas Applegate, etc. In 2005, Tommy relocated to Laguna Hills, California to provide administrative support to several high producing Wealth Management teams with supporting their growth while sustaining their high net worth clients base. In 2010, in hopes of finding new challenges and to broaden his knowledge of the financial industry, Tommy left Merrill and joined Wells Fargo Advisors in Newport Beach. However, after spending only 9 months at Wells, Tommy came to the realization that Merrill was home for him and made the transition back to Merrill and became a Financial Solutions Advisor whose primary focus was to provide financial and investment services to bank clients.
In July 2015, Tommy transitioned to the Merrill Lynch Wealth Management platform to provide affluent families with more extensive resources and institutional strategies for both asset and liability management, which in turn allows his clients to minimize taxation while compounding wealth using various customized portfolios catered specifically to the clients’ financial needs. To expand business coverage as well as to better serve his existing and prospective clients, Tommy is now operating out of the Merrill Lynch Wealth Management office in Seal Beach
In conjunction with the local communities , we sponsor and attend social events for local families, which affords us the opportunity to hear from the people whose lives are being directly impacted by economic uncertainty. Our group is committed to consistently working within the region and we readily make available our experience and professional colleagues whose insights may be of benefit to those looking to preserve and grow their wealth.
English & Vietnamese
Metropolitan State College of Denver
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.