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Tom is a graduate of NYU's Stern School of Business with an MBA in Finance and a BA in Economics. He joined Merrill Lynch Wealth Management in May 2005, with 25 years experience in the financial services industry as a financial forecaster, government bond trader, and financial advisor. In addition to his FINRA securities registrations and CFTC commodities licenses, he holds life and health insurance licenses. In April 2006, Tom earned the Chartered Retirement Planning Counselor designation. In December 2012, he earned the Wealth Management Advisor functional title granted to advisors handling many large client relationships who have passed a series of rigorous internal tests on a dozen topics important for providing services to high net worth clients. In January 2013, he was promoted to Vice President. In June 2017, Tom earned his Portfolio Manager designation within Merrill's Investment Advisory Program. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In January 2023, Tom was promoted to First Vice President.
Tom resides in Mendham with his wife, a residential real estate broker. Their eldest, a son, is matriculating towards his second Master of Arts in International Security Policy Studies at Elliott School of International Affairs, George Washington University; their older daughter, after graduating from University of Pennsylvania and completing her Masters in City Planning at MIT, works for a major utility in New York City helping customers limit energy usage; and their younger daughter graduated from Maryland Institute-College of Art and is a metal sculptor in Minneapolis.
English & Spanish
Stern School of Business, New York University
Washington Square College, New York 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.
Credit Consultant
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
Veracast
March 15th, 2023|4:00 PM EDT
Please, join our top industry experts who will share whether the coming year might bring a return to a more promising market as global economies reset. They will, also, cover regional insights and potential ways to navigate today's new market landscape. We will end with an open question and answer period, so you can ask questions that are important to you!
Managing Director Craig Young, host
ML Wealth Management's Mid-Atlantic Division Executive
Managing Director Marci McGregor, speaker
Head of Portfolio Strategy for the Chief Investment Office
BoA Private Bank and ML Wealth Management
Director Robert Jarvis
Portfolio Strategist
ML Investment Solutions Group
Sign up for the webcast at:
https://cvent.me/ZLz9o1?RefId=Outlook2023
Veracast webinar
March 28th, 2023|4:00 PM EDT
Synopsis
Long-term wealth planning is important to your family and your financial well-being. Despite this noisy political and economic climate, there are underlying factors at play that may make this the right time to create or update your estate plan.
Our panel will explore:
Natirar Mansion, 400 Natirar Drive, Peakpack-Gladstone, NJ 07977
May 18th, 2023|6:00 PM - 8:30 PM EDT
Merrill Lynch Wealth Management invites you to a panel discussion featuring two industry-leading analysts from the BofA Global Research Team, Michael Cherny and Geoff Meacham, moderated by Marci McGregor, Head of CIO Portfolio Strategy. Together, they will share their insights on healthcare, pharma, and biotech, and dive into the impacts of prescription drugs.
6:00 p.m. – Guest Arrival and Reception
7:00 p.m. – Welcome and Panel Discussion
8:00 p.m. – Dessert Reception
8:30 p.m. – Conclusion
Please RSVP by Friday 12 May at 5:00 p.m.
https://cvent.me/1EX5y2?rt=rzHUeg-IvkuoSE_tFOgA-A&RefId=Attendee+Open+Link
Michael Cherny
Managing Director, Senior Research Analyst, BofA Global Research
Geoff Meacham
Managing Director, Senior Research Analyst, BofA Global Research
Marci McGregor
Head of Portfolio Strategy, Merrill's Chief Investment Office
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Transcript of Video
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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