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Thomas M
Series 66
Palm Beach, FL
Merrill
Thomas Mandat is a Financial Advisor at Merrill Lynch Wealth Management based in Palm Beach, Florida. He specializes in offering comprehensive financial guidance to individuals and families, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, retirement income, and employee financial health. Thomas holds a Bachelor's Degree from The Ohio State University and has earned the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations through the College for Financial Planning Institutes Corp. Additionally, he is a Personal Investment Advisor (PIA) and serves on Bank of America's Key Leadership Council. In addition to his professional responsibilities, Thomas is actively involved in the Palm Beach community as an Ambassador for the Palm Beach Chamber of Commerce. He maintains a client-focused approach grounded in trust and commitment to excellence, aiming to support clients in building lasting wealth through personalized, relationship-driven financial guidance.
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