Framingham, MA Worcester Rd Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,107 offices

Clients per advisor

70

Very Low

Avg AUM per client

$860,085

Very High

HNW client ratio

29%

High

Location

1270 Worcester Rd

Framingham MA 01702

Advisors at this office

1

Advisors at this office

Seth T

Series 65, Series 63

Framingham, MA

Merrill

Seth Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides customized financial advice tailored to the individual goals of his clients, assisting with areas such as investment allocation, college planning, credit and lending, retirement, and estate planning. He utilizes resources from Bank of America banking services and Merrill Lynch's investment products to develop strategies aimed at meeting client objectives. Seth's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Seth graduated from Pennsylvania State University System with a Bachelor's Degree. He is involved in community organizations including Junior Achievement and Young America. Outside of his professional role, Seth enjoys camping, football, hiking, hunting, music, reading, running, skiing, spending time with his family, and traveling.

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy Tax-loss harvesting Parents Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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