Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Prior to joining Merrill Lynch Wealth Management in 2018, Thomas gained his depth of experience working in the financial industry, both for Morgan Stanley and regional banks including Citizens Financial and Key Bank. Today, he serves the wealth management needs of successful individuals, including business owners, foundations and other professionals, and their families.
Many of his client’s lead busy lives and don’t always have time to research, develop and regularly review their financial strategy. As a result, they turn to Thomas to assist them in creating customized wealth management strategies that are in line with their financial objectives. He takes a big picture view on wealth management that extends beyond their investments, and may involve retirement planning strategies, succession planning and estate planning services.
Thomas firmly believes that the best way to preserve and grow wealth is through a strict discipline that encompasses good research and oversight. He uses a disciplined investment process, focusing on quality investments and emphasizing risk management and diversification through asset allocation.
Thomas earned a bachelor’s degree in Accounting from Siena College in New York. He and his wife, Michelle, have four children and reside in North Greenbush, New York. In his spare time, Thomas enjoys hiking and biking.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.