Thomas Curry
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Thomas Curry
I would describe myself as a curious person, with a deep understanding of history. I am…
Experience
Senior Financial Advisor, Vice President
Sep 1997 — Present
I am a Vice President/Senior Financial Advisor, and hold the Chartered Retirement Planning CounselorSM designation and I am a Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing my own personlized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third party investment strategies. When servicing clients through the Firm\'s Investment Advisory Program, a Portfolio Manager may manage their strategies on a discretionary basis. I work with the following types of clients: 1. Individuals and Families - I handle all aspects of their financials lives. This includes goal prioritization, risk assessment, asset allocation, retirement, estate issues and the development of financial strategies or investment strategies designed to assist these clients in obtaining their goals and objectives. Non-Profit Organizations - The work I do includes risk assessment, asset allocation, investment manager review and selection, consultative services, which include Investment Policy Statement Review, Governance Review, etc. Businesses and their Owners - The services provided include the review and/or the establishment of retirement plans, deferred compensation plans, succession plans, etc. The introduction to the complete suite of services offered by the unique relationship Merrill Lynch Wealth Management has with Bank of America,N.A. In addition, I can also assist with the purchase/sale of a business, a capital raise, etc.*Please note, past performance is no guarantee of future performance, nor, does asset allocation ensure a profit or protection against loss in declining markets.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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