Thomas Edward Merkel

Financial Advisor

Tom has been with Merrill Lynch Wealth Management since 1994. He earned his Certified Investment Management Analyst® (CIMA®) accreditation, administered by the Investments & Wealth Institute™ (The Institute). Tom focuses on liquidity events for high net worth individuals and stable asset management strategies, and is certified as a Portfolio Manager through the firm's Investment... show more

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Thomas Edward Merkel's Knowledge

SPECIALTIES

Asset Management

Comprehensive Financial Planning

Retirement Planning

Tax Planning

ACCOMPLISHMENTS

1 Organization University of North Carolina.

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214-969-2639

2100 Ross Avenue

Dallas, TX 75201

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