Thomas Burrell

Thomas Burrell Email and Phone Number

Financial Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Thomas Burrell's Location
New York, New York, United States, United States
About Thomas Burrell

I help families, businesses, executives, athletes, and entertainers across a wide spectrum of industries to simplify their complex financial needs and develop effective personalized financial plans and investment management strategies with the full power and capabilities of Merrill Lynch Wealth Management. With an unwavering commitment to my clients, I uncover what matters most to you and your family to help you achieve your goals while navigating ever-changing financial landscapes. The plan we will create together provides a tax efficient, goal-oriented approach that allows us to adapt to your changing needs and continually progress towards your goals.Part of my commitment to my clients includes my ongoing education and growth as an advisor. In addition to the Series 7 and 66 FINRA Registrations, I have earned the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designation. This enables me to work with athletes and entertainers with differing financial needs than traditional clients while serving as a trusted resource on the road to retirement. If you are concerned about your ability to reach your goals or feel you need an advisor who is dedicated to your long-term success, do not hesitate to give me a call at 212-338-6272 or email me at tom.burrell@ml.com.

Thomas Burrell's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Financial Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Thomas Burrell Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Oct 2022 - Present
    *Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
  • Fidelity Investments
    Client Management Representative
    Fidelity Investments Jul 2021 - Oct 2022
  • Merrill Edge
    Assistant Vice President, Investment Specialist Ii
    Merrill Edge Apr 2018 - Jul 2021

Thomas Burrell Education Details

  • Pennsylvania State University System
    Pennsylvania State University System
    Bachelor'S Degree

Frequently Asked Questions about Thomas Burrell

What company does Thomas Burrell work for?

Thomas Burrell works for Merrill Lynch Wealth Management

What is Thomas Burrell's role at the current company?

Thomas Burrell's current role is Financial Advisor.

What schools did Thomas Burrell attend?

Thomas Burrell attended Pennsylvania State University System.

Who are Thomas Burrell's colleagues?

Thomas Burrell's colleagues are Paul Lavezzoli, Cfp®, Peter Paxinos, Chenwei Ni, Julian Lopez, William De Cardenas, Cpfa™, Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®, Raymond A. Miranda, Cfp®, Crpc™.

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