Merrill Lynch Financial Advisor Thomas M DeToro

Thomas M DeToro, a dedicated Merrill Lynch Financial Advisor and Resident Director, operates from the Canfield, OH office, providing clients with access to a wide range of investment solutions from Merrill and banking products from Bank of America. Tom's mission is to understand each client's unique financial goals and aspirations, crafting personalized strategies to help achieve them while managing investment risks.

Services Offered:

- Comprehensive wealth management

- Investment solutions

- Financial planning

- Access to Merrill's investing insights

- Banking capabilities of Bank of America

Approach:

Tom's approach begins with listening to the client's needs, ensuring that every strategy is grounded in a thorough understanding of the client's objectives. By asking thoughtful questions and understanding the current and desired future state of the client's wealth, Tom helps design and implement personalized plans aimed at achieving financial goals.

Background:

Tom holds a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. He is certified with the CFP®, AWMA™, and CRPC™ designations. Tom has previously served as the Associate Resident Director in Hermitage, PA, and has consolidated his efforts in the Canfield office to better serve his clients. He is actively involved in the community, sitting on the Board of Directors for United Way of Mercer County and Whole Life Services in the Shenango Valley.

Community Involvement:

Tom is a lifelong resident of the Mahoning Valley and currently resides in Boardman with his wife, Katie. His deep roots in the community reflect his commitment to serving the financial needs of local residents.

Important Information:

- Investing involves risk, including the potential loss of principal.

- Merrill Lynch and its affiliates do not provide legal, tax, or accounting advice.

- Clients should consult their legal and/or tax advisors before making any financial decisions.

- Merrill Lynch offers a broad range of brokerage and investment advisory services, each with distinct differences in terms of advice, fees, and obligations.

Affiliations:

- Merrill Lynch, Pierce, Fenner & Smith Incorporated

- Bank of America Corporation

- Bank of America Private Bank

- U.S. Trust Company of Delaware