Thomas Boyd

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Tupelo, MS

Credentials

Series 63, Series 65

Industry experience

35 years

About

Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions.

Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.

Expertise

Wealth management Passive / index investing Active portfolio management

Work history

Bank Of America, N.A.

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

1990 - Present (36 years)

Disclosures

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