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Robert Thomas, CFP®

Robert Thomas, CFP®

Wealth Management Advisor, Assistant Vice President

Followers of Robert Thomas, CFP®415 followers
location of Robert Thomas, CFP®McKinney, Texas, United States

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  • Timeline

  • About me

    Assistant Vice President, Wealth Management Advisor

  • Education

    • Hampden-Sydney College

      2004 - 2008
      Bachelor's Degree

  • Experience

    • Merrill Lynch Wealth Management

      Mar 2013 - now
      Wealth Management Advisor, Assistant Vice President

      I joined Merrill Lynch Wealth Management in 2013. My team has over 25 years of experience and we are committed to a "high touch" and communicative approach so that each client is informed, aware, and is comfortable with his/her financial life regardless of the market or economic conditions.*Banking and Lending Services are through Bank of America, N.A.

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board of Standards
      Aug 2017

    • Personal Investment Advisor

      Merrill Lynch Internal
      Apr 2019