Thomas De Marffy Mantuano
Advisor at Merrill — Miami, FL Brickell Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
21 years
Location
Miami, FL 33131
Merrill
Institution
Thomas De Marffy Mantuano is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1999. He serves a select group of clients, including individuals and corporations, providing expertise in areas such as investments, estate planning strategies, retirement forecasting and planning, credit and lending through Bank of America, N.A., and tailored financial strategies. Thomas focuses on creating customized financial plans that reflect the unique complexities of clients' lives and help them move toward their envisioned futures.
Thomas holds a Bachelor of Arts degree in Religion and Philosophy from St. Olaf College and a high school diploma from Minnehaha Academy in Minneapolis, MN. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, and retirement income.
Active in his community, Thomas volunteers with organizations such as Habitat for Humanity, SWWS Booster President, and Wishes and More. He lives in Minneapolis with his wife Sara, their three children—Owen, Gabe, and Wren—and their dog, Mylo.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
229
Connecticut · Florida · New Jersey · New York · Texas
21 years of industry experience
Merrill
2006 - Present • 20 years
New York, NY
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