Tom Burrell

Background

About Tom Burrell

I help families, businesses, executives, athletes, and entertainers across a wide spectrum of industries to simplify their complex financial needs and develop effective personalized financial plans and investment management strategies with the full power and capabilities of Merrill Lynch Wealth Management. With an unwavering commitment to my clients, I uncover what matters most to you and your family to help you achieve your goals while navigating ever-changing financial landscapes. The plan we will create together provides a tax efficient, goal-oriented approach that allows us to adapt to your changing needs and continually progress towards your goals. Part of my commitment to my clients includes my ongoing education and growth as an advisor. In addition to the Series 7 and 66 FINRA Registrations, I have earned the Chartered Retirement Planning Counselor™ (CRPC™) and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations. This enables me to serve as a trusted resource on the road through retirement and help athletes and entertainers plan for their long-term success. If you are concerned about your ability to reach your goals or feel you need an advisor who is dedicated to your long-term success, do not hesitate to give me a call at 212-338-6272 or email me at tom.burrell@ml.com.