Thomas Furlong

Senior Financial Advisor, Partner

502.882.4605

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 that aim to allow his clients to experience their desired financial freedom at the time they target and in the way they desire.

Tom began his career at Financial Architects Inc., where he spent 10 years building and implementing custom financial plans for clients. In 2000, Tom 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

Education
  • Bachelor of Science, Finance, University of Kentucky, Lexington, Kentucky
Registrations & Licenses
  • Series 7*
  • Series 63*
  • Series 65*
  • Life and Health Insurance
  • American College
Community Involvement
  • Volunteer, Louisville Boys & Girls Club
  • Involved with youth sports through coaching over the past 30 years
  • Member of HWY 42 music band
Related Services
  • Investment Management
  • Specialized Investment Management
  • Accumulation Stage and Retirement Planning

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.