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Tom Durocher, Cfp® Email & Phone Number

Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management
Location: Ann Arbor, Michigan, United States 1 work role 1 school
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Role
Wealth Management Advisor, Vice President
Location
Ann Arbor, Michigan, United States

Who is Tom Durocher, Cfp®? Overview

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Tom Durocher, Cfp® is listed as Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, based in Ann Arbor, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Tom Durocher, Cfp®.

Tom Durocher, Cfp® holds Bachelor'S Degree from Eastern Michigan University.

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Email format at Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

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Profile bio

About Tom Durocher, Cfp®

I joined Merrill at the Ann Arbor, MI, branch in 2012 while taking night classes at Eastern Michigan University. After graduating with a bachelor's degree in Business Finance I started my work as a Financial Advisor. As a CERTIFIED FINANCIAL PLANNER™ certificant, I focus on wealth management and retirement strategies for affluent individuals, families, and businesses. I'm currently a partner in The AD Group with fellow advisor, Kevin Ackroyd, who brings over two decades of experience to our practice. Clients benefit from our experience, passion and solution focused thinking to help achieve optimal results. We combine these elements and resources with our clients' outside advisors (i.e. CPA, Attorney etc.) to help provide a successful outcome. Our Focus: • Retirement Planning & Income Strategies • Investment Management • Cash Management • Wealth Transfer & Charitable Giving What I do outside of serving clients • I am a lifetime Michigan resident and currently live in Ann Arbor with my wife Kathryn. We love camping, hiking and we are currently trying to visit all of America's national parks. • I love golfing, hunting, racquetball and learning about the latest technology. I would welcome a connection if you are • Seeking a holistic and thoughtful approach for you and your family • An Individual approaching retirement or recently retired • Life transition event (sale of an asset, inheritance, divorce, death of a spouse/partner) • CPA or Attorney interested in providing a valuable resource for your clients • Interested in an informed second opinion on your financial position 734.996.1025 Thomas.e.durocher@ml.com http://fa.ml.com/AD.Group Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Listed skills include Microsoft Office, Public Speaking, Customer Service, Leadership, and 2 others.

Current workplace

Tom Durocher, Cfp®'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor, Vice President
Website
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1 role

Tom Durocher, Cfp® work experience

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Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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1 education record

Tom Durocher, Cfp® education

  • Eastern Michigan University
    Eastern Michigan University
    Bachelor'S Degree
FAQ

Frequently asked questions about Tom Durocher, Cfp®

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What company does Tom Durocher, Cfp® work for?

Tom Durocher, Cfp® works for Merrill Lynch Wealth Management.

What is Tom Durocher, Cfp®'s role at Merrill Lynch Wealth Management?

Tom Durocher, Cfp® is listed as Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management.

Where is Tom Durocher, Cfp® based?

Tom Durocher, Cfp® is based in Ann Arbor, Michigan, United States while working with Merrill Lynch Wealth Management.

What companies has Tom Durocher, Cfp® worked for?

Tom Durocher, Cfp® has worked for Merrill Lynch Wealth Management.

Who are Tom Durocher, Cfp®'s colleagues at Merrill Lynch Wealth Management?

Tom Durocher, Cfp®'s colleagues at Merrill Lynch Wealth Management include William Dwyer, Morgan Manchester, Terry Hayes, Thomas Lane, and Shawn Mulrenan.

How can I contact Tom Durocher, Cfp®?

You can use AeroLeads to view verified contact signals for Tom Durocher, Cfp® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Tom Durocher, Cfp® attend?

Tom Durocher, Cfp® holds Bachelor'S Degree from Eastern Michigan University.

What skills is Tom Durocher, Cfp® known for?

Tom Durocher, Cfp® is listed with skills including Microsoft Office, Public Speaking, Customer Service, Leadership, Microsoft Excel, and Management.

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