Thomas Law
Advisor at Merrill — Hunt Valley, MD 11333 McCormick Rd
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
4 years
Location
Hunt Valley, MD 21031
Merrill
Institution
Thomas Law is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating comprehensive financial strategies tailored to his clients' individual goals and priorities. He works closely with clients to understand their full financial picture and help them pursue objectives such as education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income.
Thomas holds a Bachelor's Degree from Salisbury University and has earned the Professional Investment Advisor (PIA) designation. His approach emphasizes listening to clients to identify and prioritize their financial goals, whether that involves wealth transfer to the next generation, customizing financial strategies to support personal passions, or providing ongoing advice and guidance.
Outside of his professional work, Thomas enjoys boating, football, golfing, hiking, running, skiing, spending time with his family, and traveling.
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.
Hunt Valley, MD 11333 McCormick Rd
11333 McCormick Rd, Ci Client Management
Hunt Valley MD 21031
Advisors at this office
184
Maryland · Texas
4 years of industry experience
Bank of America, N.A.
2022 - Present • 4 years
Hunt Valley, MD
Merrill
2021 - Present • 5 years
Hunt Valley, MD
UnEmployed
2020 - 2021 • 1 year
Salisbury, MD
Davis Strategic Development
2020 - 2020 • 1 year
Salisbury, MD
Hayfields Country Club
2019 - 2020 • 1 year
Cockeysville, MD
Connect Contracting
2018 - 2019 • 1 year
Parkville, MD
Salisbury University
2017 - 2018 • 1 year
Salisbury, MD
Dulaney Swim Club
2017 - 2017 • 1 year
Lutherville, MD
Mercy Ridge Retirement Home
2015 - 2017 • 2 years
Lutherville, MD
Padonia Park Club
2015 - 2017 • 2 years
Cockeysville, MD
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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