Breckenridge, CO Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,098 offices

Location

Breckenridge CO

Advisors at this office

1

Advisors at this office

Thomas F

Series 63, Series 65

Breckenridge, CO

Merrill

Thomas Francomano is a Senior Financial Advisor and partner advisor with The Lake Norman Group at Merrill Lynch Wealth Management in Huntersville, North Carolina. He works with individuals, families, and business owners to accumulate and preserve wealth, helping them reach their short- and long-term financial goals through personalized wealth management strategies. TJ joined The Lake Norman Group of Merrill Lynch Wealth Management in 2018 as a Financial Advisor in Boulder, Colorado, shortly after earning his Bachelor's Degree from Colorado State University. He returned to the Charlotte, North Carolina area in 2020 and focuses on understanding clients' needs and goals to establish customized strategies that consider risk tolerance and changing market conditions. He provides ongoing reviews and recommendations to assist clients in tracking their progress. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). TJ is involved in his community in Denver, North Carolina, coaching youth lacrosse for local organizations and volunteering as a mentor with the Big Brother Big Sister program. He is also affiliated with the Lake Norman Chamber of Commerce and engaged with the Lake Norman Outlaw Lacrosse.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Divorce financial planning
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