Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Thomas Morrissey, a dedicated Senior Financial Advisor, adheres to a disciplined process that delivers consistent, personalized and strategic recommendations that address all the financial needs of the client. Together with specialists in different areas of wealth management, we offer clients a broad range of services including a portfolio development and investment process, retirement planning strategies, business credit and consumer lending. We also help clients focus on estate planning issues and work with their advisors in developing their estate plan.
Tom is supported by an award-winning research team that allows us to draw upon the breadth and depth of Total Merrill® to connect all the pieces of your financial life.
Thomas Morrissey started in the industry in 1986 , and has been with Merrill since 2002 , providing financial wealth management and services. Tom holds the Chartered Retirement Planning CounselorSM designation and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Tom focuses on assisting the Firm's high-net-worth clients with wealth preservation and wealth transfer, business services, retirement and estate planning issues, private money management, hedging and concentrated stock strategies.
Tom has learned that trust, comfort and service are the key components to building a successful client relationship. Our goal is to understand the client which allows us to make a personal connection and implement strategies with careful consideration and concern for their goals, needs, time horizon, and risk tolerance.
Not all strategies are suitable for every investor. Therefore, I present options to allow clients the flexibility to determine what works best for them. My mission is to educate and help clients with their investment needs. With a good understanding of their wealth management plan in place, they are able to distinguish the value I can add as their financial advisor.
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.
Long Island University
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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.