Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
A seasoned Merrill Lynch Financial Advisor who joined the Firm in 2004, Tom brings corporate executives and small business owners thoughtful goal-based wealth management strategies that reflect his experiences in financial services and business. The relationship continues through all phases of life including retirement and transition of wealth to future generations.
Tom adheres to a disciplined and collaborative process to deliver a consistent wealth management experience. In working with clients he takes time to fully understand who they are and what matters most to them. He takes a lead role working with client’s CPA, attorney, and other advisors to understand the total picture of the client. He conducts regular reviews with clients to help them monitor progress toward reaching their goals, keeping strategies consistent with any changes that may take place in their personal life and or business.
Tom attained the designation of Certified Private Wealth Advisor® (CPWA®) from the Investments & Wealth Institute™ with a certificate of advanced study from The University of Chicago Booth School of Business. Additionally, Tom earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Board of Standards, Inc.
Prior to his career in financial services, Tom served in senior management positions in the information technology industry. He holds a Bachelor of Science degree in Business and Information Science from the University of Baltimore and a Master of Science in Business from Johns Hopkins University. In addition to the above Tom also holds the Series 7 and 66 FINRA Registrations.
Tom resides in Leesburg, Virginia, with his wife, Renee. They enjoy traveling, scuba diving, and gardening.
Johns Hopkins University
University of Baltimore
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Investment Advisory Specialist
Director, Retirement Plan 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.
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*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.
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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.