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Thomas F
Series 63, Series 65
Breckenridge, CO
Merrill
Thomas Francomano is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008 and Bank of America, N.A. since 2009. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional investors by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital-markets platform.
Matthew S
Series 66
Breckenridge, CO
Merrill
Matthew Savarick is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Outside of finance, he is involved with Savvy Entertainment LLC, an app development business he has owned since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
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