Thomas D. Roche, CFP®
Wealth Management Advisor
Portfolio Analyst, PIA Program
Tom has been in the financial services industry since 1994, including five years in banking. Since joining Merrill Lynch in 2004, he has focused on helping affluent individuals, families and privately held businesses identify asset allocation and estate planning strategies and solutions.
Tom is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has a Bachelor of Science degree in Business Administration from the University of Southern California, with an emphasis on finance. In his spare time, Tom enjoys a variety of outdoor sports. He and his wife, Amy, live in Palos Verdes Estates with their three children.