Tom Munroe Email & Phone Number

Raised in Muskegon, I am a lifelong West Michigander. Upon graduation from the University of Michigan, I moved to GR to build a life and career that was close to home. I am a proud member of the University of Michigan Alumni Association and in my free time I enjoy skiing, sailing, spending time with my family, exercising, and volunteering as a disability advocate. I am a third generation Financial Advisor on a Wealth Management team with a passion to help families and individuals achieve their goals and exceed their needs. While much of my work is centered on families/individuals, their businesses and foundations. To me, being a financial advisor is about more than managing investments. My business is centered on building lasting relationships with trust and honesty. In realizing that every client has individualized needs, I listen to their concerns, identify opportunities and provide holistic advice. Utilizing the decades of market experience my team provides, along with Merrill's research, I work hand-in-hand with clients and their families to construct a tailor-made financial strategy that serves as a roadmap to help achieve their short-term, and long-term personal and financial goals. Through a disciplined review schedule, I keep client goals on track to help ensure their plan stays relevant to changes in their lives.

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  University Of Michigan

  Bachelor'S Degree