Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
The Raymond Group
Thomas G. Raymond and his team focus on helping wealthy families and individuals and senior executives manage all aspects of their investments and finances in a prudent and cohesive manner. Tom and his team provide customized, cost effective strategies to each client situation by drawing on Merrill’s vast global resources and Tom’s extensive, 3+ decade career in the investment management industry. Each relationship starts with obtaining a thorough and detailed knowledge of the client’s personal financial situation and their short and long term needs and goals. Tom and his team then develop a customized investment and financial strategy to match the specific and unique needs of the client. Tom has dedicated his entire 32 year career to providing investment counsel and guidance to a small group of clients. Tom and his team have an unwavering commitment to providing you with a personalized, yet holistic and client centric approach to managing your wealth.
The Raymond Group provides services in the following areas:
Investment Advice
Discretionary Investment Management
Municipal Bond Management
Private Equity & Alternative Investments*
Trust & Estate Planning Services
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.
Ohio Wesleyan University
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Trust Specialist
Bank of America, N.A.
AI Specialist
Merrill Lynch
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #78196
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. |
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