PROFESSIONAL PROFILE
The T & J White Team have over 30 years of experience at Merrill Lynch. The team is committed to the wealth management process which allows them to tailor their investment strategies to individual client needs. They strive for regular and clear client communication in order to adjust investments with changing client circumstances and economic conditions
Thomas White, Senior Financial Advisor and Vice President, joined Merrill Lynch in 1983. He is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Tom is focused on tracking the performance of a variety of investment vehicles and worldwide economic trends so that he can offer knowledge based advice. With his tenure in the field, Tom is proud of the close and longstanding relationships he has developed with dozens of clients and organizations. He holds a B.A. from the University of Iowa and a M.A. from Northwestern University. He is married, has raised three children and has lived in Berkeley for over 30 years.
Josephine White, Financial Advisor, joined Merrill Lynch in 2005. She has worked as an executive at Microsoft, Sybase, AT&T and other firms in the Bay Area and Europe for over 15 years. Josephine is a Chartered Retirement Planning CounselorSM certificant, a designation awarded by the College of Financial Planning. She concentrates on wealth management so that retirement, education and estates can be funded according to the client's abilities and needs. Josephine has a B.A. from San Francisco State University and earned a M.B.A. from United Business Institute, Brussels, Belgium. She is active in the community and lives in Albany
Gilbert Orozco, Client Associate, joined Merrill Lynch in 2005. Prior to this, he was an Accounting professional at UCSF Hospital. Organization, prioritization and client relations are his strengths and he strives for client satisfaction everyday.
Gilbert has a B.S. in Business Administration from St. Mary’s College. He resides in Concord and enjoys being outdoors during his free time.