Senior Financial Advisor, Partner
Tom Furlong serves as a Senior Financial Advisor and Partner with Meritrust.
In his role at Meritrust, Tom enjoys assisting clients with their financial plans taking into account their unique situations and using unique approaches that mitigate risk and generate the returns necessary for their life plans. He structures plans to allow his clients to experience their desired financial freedom at the time they target and in the way they desire.
Tom joined Meritrust in 2002 after beginning his career at Financial Architects Inc., where he spent 10 years building and implementing custom financial plans for clients and subsequently moved his practice to Merrill Lynch where he was involved in investing from a more institutional level
Ask me about:
- How to mentor children to allow them to adequately handle intergenerational wealth