Thomas Clark

Advisor at Merrill

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Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Spartanburg, SC 29307

About

Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he helps clients develop personalized wealth management strategies tailored to their unique financial situations and goals. He provides access to Merrill's investment insights as well as banking and lending solutions through Bank of America, aiming to support clients as they navigate changing market conditions and life events.

Thomas holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to align with clients' evolving needs and retirement objectives.

Expertise

Wealth management

Work history

Bank of America, N.A.

2022 - Present (4 years)

Woodenly Unique

2018 - 2019 (1 year)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2015 - Present (11 years)

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