Thom Worden's investment career spans over 30 years. A graduate of Hiram College in Ohio with a Bachelor's degree in Psychology, Thom received his Masters of Business Administration (MBA) from Rochester Institute of Technology. Thom is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He also helps clients manage concentrated stock positions and stock options, as well developing and implementing effective retirement plans. Thom is a Senior Vice President and Senior Financial Advisor.