Address: 1201 N. Market Street Suite 2000
Wilmington DE 19801
Description: Tom is one of Delaware's Top Financial Advisors, recently named as the #1 Ranked Advisor to Forbes "Best-In-State Wealth Advisors" list in 2018*, and named to Barron's America's Top 1,200 Advisors in 2016 for sixth consecutive year.** His 25+ year career focuses on detailed planning, retirement issues, wealth and portfolio management, and total financial advice for high net worth, executive, and retired clients. He is a Delaware native, completed his B.S. in Business & Engineering at the US Military Academy at West Point; completed Airborne, Air Assault, and Ranger schools; and is an Army officer veteran of the Desert Storm war. His business achievements include being a CERTIFIED FINANCIAL PLANNERTM (CFP) certificant, awarded by the Certified Financial Planner Board of Standards, Inc.; as well as holding the Chartered Retirement Planning CounselorSMSM, (CRPC) designation; and is a member of the Kingdom Advisors. He also is part of Merrill Lynch's Retirement Education Services area that assists DowDuPont, Chemours, and other corporate retirees in the area. Tom lives in Greenville with his wife, Melissa, and two children, Lilly and Andrew.
Email Address: :thomas_weisenfels@ml.com
Hours: Monday : 8:30 AM - 4:30 PM
Tuesday : 8:30 AM - 4:30 PM
Wednesday : 8:30 AM - 4:30 PM
Thursday : 8:30 AM - 4:30 PM
Friday : 8:30 AM - 4:30 PM
Saturday : Closed
Sunday : Closed
Phone:
Categories : Investment Advisory Service
Special Offers: Complimentary Reviews, $500k+ Advisor
