PROFESSIONAL PROFILE

So much of what drives me personally is the satisfaction derived from the many wonderfully diverse relationships I have enjoyed over the years. My mission is to help my clients grow, preserve, and transfer their wealth. I am dedicated to providing an integrated and seamless service to each client.

Merrill Lynch was chosen by me because of the people. We have an extraordinary level of intellectual capital and resources. In this regard, Merrill offers a supportive team of experts who will assist me in thoroughly serving every facet of my clients' needs. Each client has the benefit of a network of highly qualified financial specialists who work with the client's other advisors to guide the client through virtually every facet of their financial management.

Having a strategic approach and process for cultivating and implementing investment ideas in portfolios is essential in todays ever-changing markets. With an investment strategy utilizing diversification by asset class, I integrate risk management within the implementation phases and review of the process.

The process that I take with my clients is simple. While each client has different goals and different circumstances, I believe that by following the same process for each client I am better able to understand and address their unique needs. In following the same thinking; while the balance between risk and return is unique to each investor, I have found that long-term goals are often the same: asset growth, protection in difficult market environments and risk control. I believe that crafting a diversified portfolio with low correlating assets is often the best way to balance these considerations. This works to mitigate market volatility. Portfolio decisions are made with a goal of minimizing taxes, increasing portfolio values over time, providing investments that fight inflation, and attaining a secure retirement. The net result of accomplishing these goals for each client is peace of mind, greater control and freedom to give their attention to other priorities.

S. Thomas Butler
Financial Advisor
Global Private Client



Thomas graduated from St. Edwards University, receiving a degree in Business Administration with a specialization in Economics. He joined Merrill Lynch in 2006 and holds his Series 7, 66, 31 and CA Health and Life Insurance certifications.

Thomas is registered and licensed to do business in: CA, TX, and MD.