Financial Solutions Advisor
Current
Aug 2010 - Present
AeroLeads people directory · profile
Tom Mendham Email & Phone Number
Assistant Vice President, Financial Solutions Advisor with Merrill Edge
at
Merrill Lynch
1 work email found
@ml.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Vice President, Financial Solutions Advisor with Merrill Edge
Location
New York, New York, United States
Company size
Who is Tom Mendham? Overview
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Quick answer
Tom Mendham is listed as Assistant Vice President, Financial Solutions Advisor with Merrill Edge at Merrill Lynch, a company with 45157 employees, based in New York, New York, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Tom Mendham.
Tom Mendham previously worked as Financial Solutions Advisor at Merrill Lynch and Senior Vice President, Senior Financial Planner at Citi Private Bank. Tom Mendham holds Ms, Financial Planning from College For Financial Planning.
Company email context
Email format at Merrill Lynch
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{first}.{last}@ml.com
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AeroLeads found 1 current-domain work email signal for Tom Mendham. Compare company email patterns before reaching out.
Profile bio
About Tom Mendham
I am a seasoned financial planning executive who combines financial modeling and client management expertise to develop new financial and investment service offerings, expand the firm’s capabilities, generate new business, and grow profits. Highly credentialed with almost 20 years of experience in every facet of financial and investment planning. I have had the reputation as the “go-to” expert for extremely complex financial situations; able to assess a client’s financial goals and quickly create a financial strategy to achieve the target.Specialties: Estate Planning, Retirement Planning, Investment Analysis and Projections, Financial Planning Software Development, MS Office suite expertise, Executive Compensation Planning, Tax Planning, Alternative Investments, Team Development.
Listed skills include Retirement Planning, Strategic Financial Planning, Financial Advisory, Investments, and 1 others.
Current workplace
Tom Mendham's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Lynch
4 roles · 33 years
Tom Mendham work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Senior Financial Planner
Citi Private Bank
Aug 2005 - Aug 2010
Vp, Financial Planner
1993 - 2005
~12 yrs
Account Executive
Audi Video Reporting Services
Marketed, researched, monitored and compiled local and national media coverage for existing corporate clients and assisted in the solicitation of new accounts.
Jun 1992 - Jul 1993
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 45157 employees →
JT
Jeffrey Tompkins
Colleague at Merrill LynchBoca Raton, Florida, United States, United States
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SS
Suanne Schweinsberg
Colleague at Merrill LynchGreater Pittsburgh Region, United States
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PL
Paul Loschiavo
Colleague at Merrill LynchJupiter, Florida, United States, United States
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SS
Sarpreet Singh
Colleague at Merrill LynchToronto, Ontario, Canada, Canada
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JD
Jennifer Donoghue
Colleague at Merrill LynchChatham, New Jersey, United States, United States
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KC
Kevin Chau, Cfp®
Colleague at Merrill LynchNew York, United States, United States
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BG
Bruce Gsell Crpc®,C(K)P®
Colleague at Merrill LynchNew York City Metropolitan Area, United States
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RB
Reina Barry
Colleague at Merrill LynchAshburn, Virginia, United States, United States
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MS
Michael Scheel
Colleague at Merrill LynchPennington, New Jersey, United States, United States
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GW
Greg Wisniewski
Colleague at Merrill LynchNew Hartford, New York, United States, United States
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Jeffrey Tompkins
Colleague at Merrill LynchBoca Raton, Florida, United States, United States
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SS
Suanne Schweinsberg
Colleague at Merrill LynchGreater Pittsburgh Region, United States
View →
PL
Paul Loschiavo
Colleague at Merrill LynchJupiter, Florida, United States, United States
View →
SS
Sarpreet Singh
Colleague at Merrill LynchToronto, Ontario, Canada, Canada
View →
JD
Jennifer Donoghue
Colleague at Merrill LynchChatham, New Jersey, United States, United States
View →
KC
Kevin Chau, Cfp®
Colleague at Merrill LynchNew York, United States, United States
View →
BG
Bruce Gsell Crpc®,C(K)P®
Colleague at Merrill LynchNew York City Metropolitan Area, United States
View →
RB
Reina Barry
Colleague at Merrill LynchAshburn, Virginia, United States, United States
View →
MS
Michael Scheel
Colleague at Merrill LynchPennington, New Jersey, United States, United States
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GW
Greg Wisniewski
Colleague at Merrill LynchNew Hartford, New York, United States, United States
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3 education records
Tom Mendham education
Ms, Financial Planning
Education record
Education record
The Mercersburg Academy
FAQ
Frequently asked questions about Tom Mendham
Quick answers generated from the profile data available on this page.
What company does Tom Mendham work for?
Tom Mendham works for Merrill Lynch.
What is Tom Mendham's role at Merrill Lynch?
Tom Mendham is listed as Assistant Vice President, Financial Solutions Advisor with Merrill Edge at Merrill Lynch.
What is Tom Mendham's email address?
AeroLeads has found 1 work email signal at @ml.com for Tom Mendham at Merrill Lynch.
Where is Tom Mendham based?
Tom Mendham is based in New York, New York, United States while working with Merrill Lynch.
What companies has Tom Mendham worked for?
Tom Mendham has worked for Merrill Lynch, Citi Private Bank, and Audi Video Reporting Services.
Who are Tom Mendham's colleagues at Merrill Lynch?
Tom Mendham's colleagues at Merrill Lynch include Jeffrey Tompkins, Suanne Schweinsberg, Paul Loschiavo, Sarpreet Singh, and Jennifer Donoghue.
How can I contact Tom Mendham?
You can use AeroLeads to view verified contact signals for Tom Mendham at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Tom Mendham attend?
Tom Mendham holds Ms, Financial Planning from College For Financial Planning.
What skills is Tom Mendham known for?
Tom Mendham is listed with skills including Retirement Planning, Strategic Financial Planning, Financial Advisory, Investments, and Estate Planning.
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