Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
Oakland, CA 94607
Tina Payton Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving executives and business owners with complex financial needs. With 10 years of experience at the firm and in the financial industry, she focuses on providing personalized wealth management strategies that integrate all aspects of a client's financial life. Tina and her private wealth management team, which collectively has over 30 years of combined experience, leverage the investment insights of Merrill Lynch and the banking services of Bank of America to deliver comprehensive financial solutions.
Her areas of expertise include executive compensation management, exit planning business strategies, wealth transfer and retirement planning, philanthropic advising, and liability strategies. Tina is committed to helping clients balance professional and personal priorities by creating customized strategies to support both short- and long-term goals. She holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Southern Illinois University. Tina is bilingual in German and English and is a member of several professional organizations, including ACG Silicon Valley, Berkeley Chamber of Commerce, German American Business Association, and John Muir Health Foundation.
In addition to her professional work, Tina participates in community activities through the John Muir Health Foundation. Outside of her career, she enjoys boating, gardening, horseback riding, spending time with her family, watching movies, and practicing yoga.
Bank Of America, N.A.
2016 - Present (10 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2015 - Present (11 years)
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