Wealth management and financial planning; for individuals and businesses.
Wealth management and financial planning; for individuals and businesses.
Thomas Furlong
Partner, Senior Financial Advisor
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 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.
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.
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