Thomas (Tom) Williams Email & Phone Number

With over 35 years experience at Merrill, Tom is dedicated to providing clients with the finest individually tailored approach to financial and wealth management strategies. At the heart of Tom's philosophy is a commitment to build enduring client relationships by providing outstanding guidance and service. Tom advises clients on wealth accumulation, preservation and transfer through the creation of customized strategies utilizing a defined process. Before any decisions are made he considers your whole life, taking the time to fully understand who you are and what matters to you most. With this detailed knowledge, Tom is able to help you establish objectives, develop an appropriate approach and recommend strategies that draw upon the breadth and depth of the resources at his disposal. Tom can also conduct regular reviews to help you track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life. Tom caters to a select group of high net worth individuals, families and business owners as well as officers, directors and executives of public companies. He and his team currently oversee over $2,700,000,000 in client assets/liabilities at Merrill as of 8-31-24. Tom believes these clients value his investment experience, technical competence and place a high level of trust in his ability to fulfill his commitments. Tom is a 1978 graduate of Christian Brothers High School in Memphis, TN. He received a B.B.A. in Economics with Departmental, College and University Honors from the Fogelman School of Business at the University of Memphis in 1980 and a Juris Doctor from the Cecil C. Humphreys School of Law at the University of Memphis in 1982. Tom joined Merrill immediately after graduation in 1983. He holds the Wealth Management Advisor title.*Tom does not provide legal advice in his role with Merrill.

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  Senior Resident Director - Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Apr 1983 - Present

  *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.