Tom Munroe

Background

About Tom Munroe

My team helps individuals and families answer the simple question:"What do they need and want their money to do in their lives?" We adhere to a disciplined process that strives to deliver a consistent yet customized total wealth management experience. Before any financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what matters to you. With this information we: • Establish and prioritize your most important goals • Develop and customize a portfolio based around you • Dynamically review and adapt as your goals progress My wife and I currently live in North Muskegon Michigan where I was born and raised. I attended college at the University of Michigan receiving an Economics degree in 1986. I have three adult children with two living in Chicago. My youngest son Tom recently joined our team at Merrill. I enjoy kite boarding, scow sailing, skiing and ice hockey. I am member and Past Commodore of the White Lake Yacht Club. I also serve on the finance committee of Mercy Health in Muskegon. My team invites you to contact us to discuss how we can help you pursue your financial goals 616.774.4246 -Office tom_munroe@ml.com