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Paul T
Series 63, Series 65
New Hartford, NY
Merrill
Paul Tomassi serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized wealth management strategies that address their full financial picture. His client service areas include college education planning, executive compensation, employee financial health, liquidity management, portfolio management services, tax minimization, and retirement income. Paul holds a Bachelor's Degree from Pace University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual, speaking both English and Italian. Paul is committed to a financial philosophy rooted in long-term planning to help clients save and live a well-rounded life free from financial stress. In addition to his professional work, Paul is engaged in community activities and volunteers with local organizations. His personal interests include cooking, football, and music.
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