Thomas Ladell Boyd Jr.

Advisor at Merrill — Tupelo, MS S Thomas St

Updated today

Credentials

Series 63, Series 65

Experience

36 years

Location

Tupelo, MS 38801

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,107 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

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.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Passive / index investing Active portfolio management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Tupelo, MS S Thomas St

144 S Thomas St

Tupelo MS 38801

Advisors at this office

2

Most active in

Mississippi · Texas

Work history

36 years of industry experience

Bank Of America, N.A.

2009 - Present • 17 years

Tupelo, MS

Merrill

1990 - Present • 36 years

Tupelo, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robin H

CFP®, Series 63, Series 65

Tupelo, MS

Haire Wealth Management, Inc.

Robin Haire is a CFP® professional with 26 years of experience in the financial services industry. He is the principal advisor at Haire Wealth Management, Inc., an independent firm based in Tupelo, MS, and previously spent over 22 years with LPL Financial. Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, and plan sponsors. The firm offers both nondiscretionary and discretionary portfolio management, beginning client engagements with a written financial plan and employing strategic and tactical asset allocation with risk management tools such as options and warrants.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing General retirement planning
user avatar

Samuel W

Series 65

Tupelo, MS

Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Ryan K

Series 65

Tupelo, MS

Addicus Advisory, LLC

Ryan Kelly is a Series 65-licensed financial advisor with Addicus Advisory, LLC, where he has worked since 2015. He has nine years of industry experience. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals—including high net worth clients—as well as corporations and business entities. The firm customizes investment strategies using model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory, while managing both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Andrew A

Series 63, Series 65

Tupelo, MS

Addicus Advisory, LLC

Andrew Adams is a financial advisor with Addicus Advisory, LLC in Tupelo, MS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Addicus Advisory since 2015 and previously worked at Invest Financial Corp. Adams is involved in managing several affiliated entities, including family office services and private pooled investment vehicles. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, and selection and oversight of third-party money managers, tailoring investment strategies to clients’ objectives and risk tolerance.

Private / alternative investments General retirement planning
user avatar

Stephen M

CFP®, ChFC®, Series 63

Tupelo, MS

Addicus Advisory, LLC

Stephen Miles is a CFP® and ChFC® with 26 years of experience in the financial industry. He is a principal at Addicus Advisory, LLC in Tupelo, MS, where he has worked since 2015. Miles has additional experience with related entities within the Addicus network and has involvement in private pooled investment vehicles. Outside of his advisory work, he is also the owner of a business that sells and transfers custom firearms to a select clientele. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory.

Private / alternative investments General retirement planning
user avatar

Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he worked at Renovations of Mississippi and Response Services. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities, with a focus on discretionary portfolios, fundamental analysis, and long-term investment strategies.

Wealth management
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