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Thomas Burrell is listed as Financial Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Thomas Burrell.
Thomas Burrell previously worked as Client Management Representative at Fidelity Investments and Assistant Vice President, Investment Specialist II at Merrill Edge. Thomas Burrell holds Bachelor'S Degree from Pennsylvania State University System.
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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.
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*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.
Other employees you can reach at ml.com. View company contacts for 45157 employees →
Lisa Babagian-Meidl
Colleague at Merrill Lynch Wealth ManagementManhattan Beach, California, United States, United States
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Alejandra R.
Colleague at Merrill Lynch Wealth ManagementGreensboro--Winston-Salem--High Point Area, United States
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David Pohlen, Cfp®
Colleague at Merrill Lynch Wealth ManagementBloomington, Minnesota, United States, United States
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Dung Mai
Colleague at Merrill Lynch Wealth ManagementDallas-Fort Worth Metroplex, United States
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Victoria Bucher, Cfp®️, Crpc™️
Colleague at Merrill Lynch Wealth ManagementGreater Philadelphia, United States
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Janet Fetherolf
Colleague at Merrill Lynch Wealth ManagementTallahassee, Florida, United States, United States
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Ricardo Cruz
Colleague at Merrill Lynch Wealth ManagementPrinceton, New Jersey, United States, United States
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Stefan Duval
Colleague at Merrill Lynch Wealth ManagementGreater Chicago Area, United States
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Alla Meretskaya
Colleague at Merrill Lynch Wealth ManagementCliffside Park, New Jersey, United States, United States
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Brian Watterson, Cima®
Colleague at Merrill Lynch Wealth ManagementOntario, California, United States, United States
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Quick answers generated from the profile data available on this page.
Thomas Burrell works for Merrill Lynch Wealth Management.
Thomas Burrell is listed as Financial Advisor at Merrill Lynch Wealth Management.
Thomas Burrell is based in New York, New York, United States while working with Merrill Lynch Wealth Management.
Thomas Burrell has worked for Merrill Lynch Wealth Management, Fidelity Investments, and Merrill Edge.
Thomas Burrell's colleagues at Merrill Lynch Wealth Management include Lisa Babagian-Meidl, Alejandra R., David Pohlen, Cfp®, Dung Mai, and Victoria Bucher, Cfp®️, Crpc™️.
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Thomas Burrell holds Bachelor'S Degree from Pennsylvania State University System.
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