Thomas Curry

Advisor at Merrill

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Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Cumberland, RI 10036

About

Thomas Curry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Thomas brings expertise in college education planning, philanthropic planning, retirement income strategies, portfolio management, and financial services tailored for businesses, retirees, executives, and nonprofit organizations.

Thomas earned a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration with a finance concentration from Bryant College. His approach emphasizes understanding clients’ life priorities to develop personalized financial strategies aligned with their goals and aspirations. Beyond his advisory role, Thomas is active in his community, serving as an assistant coach for youth hockey and as Vice President of the World War 2 Foundation, a nonprofit organization dedicated to preserving the histories of World War II veterans and survivors. He also supports his children’s sports activities and enjoys cooking, ice hockey, ice skating, and traveling.

Expertise

Wealth management Retirement income strategy Business ownership considerations

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Mid-Career Professionals

Work history

Bank of America,N.A.

2011 - Present (15 years)

Merrill lynch, pierce, Fenner & Smith incorporated

1997 - Present (29 years)

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