Tom began his career at Merrill in 1983. He works closely with affluent individuals, families, and institutions to create customized wealth management strategies and advice. Tom’s longevity with Merrill has given him unusual insight into the depth of resources and cross-functional capabilities of the firm. He is particularly adept at marshaling the firm’s resources to advance client interests.
Within the team, Tom is responsible for defining and delineating client priorities, objectives, and risk thresholds. He has significant experience in investment management, and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, 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, model portfolios, and third-party investment strategies. Together with the senior members of the group, he contributes to the management of the team’s proprietary investment programs.
He has been recognized by Forbes in its list of "Best-in-State Wealth Advisors" in 2020-2022 and
Barron’s magazine in its list of Top 1,200 Advisors in 2014-2017.
Tom holds a B.A. from the University of Michigan, where he was captain of the golf team.
Tom is actively involved in the community. He is Past President of Detroit Golf Club and former Chairman of the Membership Committee. Tom is also a former board member of First Tee of Michigan, a community outreach program that seeks to promote character, values and education for youths of all backgrounds through the game of golf. He also serves on the Michigan board of the American Cancer Society, Inc. and he was named a Notable Nonprofit Board Member by Crain's in 2021.
Tom has four children. He and his wife, Val, reside in Bingham Farms, Michigan.
*Source: The Forbes “Best-in-State Wealth Advisors” list, April 7, 2022. For more information about the selection criteria, go to http://details-he.re/9NXg3a. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.*Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017. For more information about the selection criteria, go to http://details-he.re/JxcfBM. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
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