America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. Rankings based on data as of Mar 31 - June 30 of current year. *Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Board Chair - Providence Christian School (2013-15).Rankings based on data as of March 31, 2022.) Forbes "America's Top Wealth Management Teams Private Wealth" List 2022 (Published on November 8, 2022.Rankings based on data as of Mar 31 – June 30 of current year.) Forbes "America’s Top 250 Wealth Advisors" List (2017-2023) (Published annually Aug – Oct.Forbes "Best-In-State Wealth Management Teams" List 2023 (Published on January 12, 2023.Rankings based on data as of June 30 of prior year.) Forbes "Best-In-State Wealth Advisors" List (2018-2023) (Published annually Jan – April.Financial Times Top 400 Advisors in USA (2017-2019) (Published annually Mar – April.Rankings based on data as of September 30 of prior year.) Barron’s Top 1,200 Advisors in USA (2014-2023) (Published annually in March.Barron’s Top 1,000 Advisors in USA (2009-2013) (Published annually in February.Sports & Entertainment Accredited Wealth Management Advisor™.Chartered Advisor in Philanthropy (CAP®).Certified Private Wealth Advisor (CPWA).Certified Investment Management Analyst (CIMA).CERTIFIED FINANCIAL PLANNER™, CFP® Professional.Tommy enjoys promoting classical Christian education, and playing pick-up basketball. He lives in Preston Hollow with his wife, Laura, and their three children. He is a member of the Financial Planning Association. He graduated from Washington & Lee University (88) in Lexington, Virginia, and earned a Master's degree in financial planning from the College for Financial Planning. He leads an experienced team of financial advisors who guide affluent families and individuals in pursuing their wealth management goals.Ī Dallas native, Tommy attended Highland Park High School (84) and was an Eagle Scout with Troop 82 of the Boy Scouts of America. Tommy has been with Merrill Lynch Wealth Management since 1992.
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