Tupelo, MS S Thomas St Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

2

Of 25,448 advisors across 3,107 offices

Location

144 S Thomas St

Tupelo MS 38801

Advisors at this office

2

Advisors at this office

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William E

Series 66

Tupelo, MS

Merrill

William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.

Wealth management Retirement income strategy Tax-loss harvesting

Thomas B

Series 63, Series 65

Tupelo, MS

Merrill

Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.

Wealth management Passive / index investing Active portfolio management
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