Tommy Tullo

About Tommy Tullo

I am a Senior Financial Advisor at Merrill Lynch Wealth Management. I am driven to helping people achieve their financial goals. My objective is to become your trustworthy resource for investment knowledge, financial advice and guidance. My individualized consultative approach allows me to uncover your unique and personally meaningful goals and align those with your financial goals. I highly value the relationship building process, and work to know and understand your personal goals and family needs. We will work collaboratively to create your individually tailored financial strategy and design it to weather all types of market conditions and your constantly evolving financial needs. My clients come from all walks of life: individuals, families, physicians, attorneys, oil & gas executives, athletes, musicians and business owners. I have a special interest in working with special needs families due to my previous experience at Bristol-Myers Squibb Pharmaceuticals as a Neuroscience District Business Manager. I learned first-hand the importance of providing financial security for family members who have special needs. I live in Friendswood, Texas with my wife, Wendy, and our two children. My passion for helping others extends outside the workplace through my philanthropic work and community service. I volunteer with NAMI Greater Houston-National Alliance on Mental Illness, Friendswood Youth Baseball Coach, Project Joy & Hope and the Houston Film Society.

Experience

1. Senior Financial Advisor, First Vice President

   Merrill Lynch

   Jan 2011 — Present

   Helping you achieve financial success is my #1 priority. When evaluating who can effectively help you manage your wealth, please take a look at the quality of our team and the breadth of our experience. Collectively, we bring deep financial services experience that helps us navigate today\'s complex market environments. I am supported by a team of client associates chosen for their outstanding financial skills, fresh thinking and commitment to providing outstanding client service. Our team strives to help you shape your financial destiny. That means we provide strategies that focus on your individual goals and the paths you want to follow. We don\'t chase the markets - we help you pursue your dreams.

Education

• Texas State University System

  Bachelor's Degree

  1992 — 1994

Skills

• Retirement Planning
• Securities
• Investments
• Strategic Financial Planning
• Insurance
• Sales Management
• Team Building
• Leadership
• Strategy
• Problem Solving
• Public Speaking
• Emotional Intelligence
• Management
• Account Management
• Financial Analysis
• Wealth Management
• Small Business
• Uniform Combined State Law
• Series 7
• Investment Advisory
• Finance
• Asset Allocation
• Financial Advisory
• Portfolio Management
• Financial Planning