Thomas Gardner Email & Phone Number

Wealth Management Advisor, Senior Vice President @ Merrill Lynch

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Thomas Gardner Location

Houston, TX, US

Thomas Gardner Work

2011 -now Wealth Management Advisor, Senior Vice President @
2009 -2011 REGISTERED REP @
2004 -2009 FINANCIAL ADVISOR @
1999 -2004 REPRESENTATIVE @ New England Securities
1998 -1998 RESEARCH ASSISTANT @ BAYLIS, GARDNER, HODGES, PRICE
1996 -1996 INTERN @

Thomas Gardner Education

University of Mississippi 1994-1998

Thomas Gardner Skills

Mortgage Lending
Retirement
Loans
Corporate Finance
Retirement Planning
Commercial Mortgages
Finance
Wealth Management
Alternative Investments
Financial Advisory
Estate Planning
Equities
Private Equity
Lines of Credit
Capital Markets
Consumer Lending
Financial Risk
Mutual Funds
Credit
Financial Markets
Cash Management
Credit Analysis
Bonds
Securities
Banking
Commercial Banking
Insurance
401k
Social Media
Financial Services
Portfolio Management
Relationship Management
Leadership
Strategic Planning
Investment Banking
Mergers
Commercial Lending
Strategic Financial Planning
Small Business Lending
Trading
Investment Strategies
Financial Analysis
Asset Allocation
Retail Banking
Underwriting
Mortgage Banking
Investment Advisory
Series 7
Wealth Management Services
Private Banking
Asset Management
Investments
Public Speaking
Risk Analysis
Risk Management Strategies
Scuba Diver
Skier
Trust Services
Weight Training
Estate and Wealth Structuring
Faith Based Investing
Family Legacy Planning
Family Wealth Management Strategies
Financial Advice
Liquidity Events
Former Small Business Owner
Foundations and Trusts
Future Cash Flow Analysis
Goal Based Wealth Management
Gym
Health and Wellness
High Net Worth Wealth Planning
Investment Portfolio Management
Investment Portfolo Construction
Working With Business Owners
Private Business Sales
Corporate Executive Advising
Philanthropic Planning Strategies
Pre and Post Liquidity Strategies
Open Water Scuba Diver
Financial Advising
Financial Advisory Services
Financial Guidance
Financial Advisor
Business Exit Strategies
Business Retirement Plans
Business Succession Planning
Company Retirement Plans
Customized Wealth Planning
Customized Wealth Strategies
Personal Balance Sheet Management
Personal Budget Guidance

Thomas Gardner Summary

Thomas Gardner, based in Houston, TX, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Thomas Gardner brings experience from previous roles at STERLING BANK, FSC SECURITIES CORPORATION, New England Securities and BAYLIS, GARDNER, HODGES, PRICE. Thomas Gardner holds a 1994 - 1998 University of Mississippi. With a robust skill set that includes Mortgage Lending, Retirement, Loans, Corporate Finance, Retirement Planning and more. Thomas Gardner has 2 emails and 2 mobile phone numbers on RocketReach.