Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
3010 OLD RANCH PARKWAY
SEAL BEACH, CA 90740-2750
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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
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
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
*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.