Thomas Cali

Background

About Thomas Cali

Thomas J. Cali, CRPC™, Wealth Management Advisor, Vice President, Portfolio Manager Tom joined Merrill Lynch Wealth Management in as a Financial Advisor. Tom focuses on the complex financial needs of high net worth clients by offering investment, estate and wealth transfer strategies, as well as liability planning and insurance needs. Tom is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized 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 his strategies on a discretionary basis. Tom resides in Brielle with his wife, Amy and sons, Quinn and Chase. He is involved in several philanthropic organizations in the local community. In his spare time he enjoys spending time with family and sport fishing. Tom has earned his Bachelor's of Science degree in Business Administration and High Technology Management from California State University in He also holds the Charted Retirement Planning Counselor(SM) designation. Through the Financial Industry Regulatory Authority (FINRA), Tom holds his Series 7, 24, and 66 registrations, as well as NJ Life, Health, and Long Term Care Insurance Licenses.* Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.