Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
New York, NY 10036
Thomas Leonard is a Financial Advisor with Merrill Lynch Wealth Management, bringing three years of experience at the firm and three years in the industry. He works closely with clients to develop personalized wealth management strategies tailored to their individual goals. His approach focuses on understanding the full financial picture and providing flexible strategies that adapt to changing market conditions, with access to investment insights from Merrill and banking services from Bank of America.
Prior to joining Merrill Lynch, Thomas had a 30-year career in the financial markets, where he led institutional sales teams for major global financial firms. He has guided investors through significant market events, including the 1987 stock market crash, the ERM currency crisis, the dot-com bubble, 9/11, and the 2008 financial crisis. This extensive experience informs his active management style and consultative process, helping clients navigate market volatility and organize their financial health with customized planning.
Thomas holds a Bachelor’s degree from Fairfield University and an MBA from Fordham University. He is a Personal Investment Advisor (PIA). Outside of his professional work, he volunteers with the American Cancer Society. His personal interests include golfing, traveling, and yoga.
Bank of America, N.A.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Entoro Securities, Llc
2021 - 2021 (1 year)
Entoro Capital LLC
2021 - 2021 (1 year)
Entoro Securities, LLC
2019 - 2019 (1 year)
Entoro Capital, Llc
2019 - 2019 (1 year)
Diamond Standard
2019 - 2021 (2 years)
Edgewater Markets
2017 - 2019 (2 years)
TRAVEL
2017 - 2017 (1 year)
Credit Agricole Corporate and Investment Bank
2016 - 2017 (1 year)
Morgan Stanley & Co. Incorporated
2010 - 2016 (6 years)
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