Thomas Follis profiles

  • 8 of 8 profiles
  1. Thomas Follis

    Title
    Wealth Management Advisor at Merrill Lynch Wealth Management
    Demographic info
    Greater Milwaukee Area | Financial Services
    Current
    Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation
    Education
    National Louis University, University of Wisconsin Whitewater, Grafton High School
    Summary
    Tom has been in the financial services industry since 1997. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses that addresses their risk tolerances, time horizon, liquidity needs, and overall investment goals to help them pursue their short- and long-term financial goals. Tom’s approach to wealth management is consultative, objective and committed to excellence. He prides him on his ability to listen to and interpret clients’ ideas about their financial situations, preferences and goals, and uses the vast resources of Merrill Lynch to help them explore a wide range of possibilities. Tom holds a CERTIFIED FINANCIAL PLANNER™ (CFP)® certification, awarded by the Certified Financial Planner Board of Standards, Inc. He is also approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory ®(PIA) Program for specially qualified Merrill Lynch Advisors. As a Portfolio Advisor in this program, he can use a wide range of proprietary model portfolio strategies to help clients meet their investment objectives. Tom graduated with a BSE in Mathematics from UW-Whitewater in 1988 and from National Lewis University in 1996 with an MSE. Tom lives in Burlington with his wife Jenny and two sons. He is an active member of Cross Lutheran Church, coaches youth baseball and football and serves on the Board of Burlington Little League. CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Merrill Lynch Personal Investment Advisory is a registered trademark of Bank of America Corporation.
    Thomas Follis
  2. Thomas Follis

    Title
    Vice President - General Manager at Five Star Hydraulics, Inc
    Demographic info
    Greater Chicago Area | Machinery
    Current
    Vice President - General Manager at Five Star Hydraulics, Inc
    Thomas Follis
  3. Tom Follis

    Title
    Safety Officer at Texas Dept. of Ins.
    Demographic info
    Amarillo, Texas Area | Government Administration
    Current
    Health & Safety Consultant at Texas Department of Insurance
    Past
    Field Manager at Schlumberger Oilfield Services
    Education
    Indiana University-Purdue University at Fort Wayne
    Tom Follis
  4. Tom Follis

    Title
    --
    Demographic info
    United States
    Tom Follis
  5. Thomas Follis

    Title
    --
    Demographic info
    United States
    Thomas Follis
  6. thomas follis

    Title
    sales at madison maintenance
    Demographic info
    Greater Detroit Area | Construction
    Current
    sales at madison maintenance
    thomas follis
  7. Tom Follis

    Title
    retiredsemi at Grandest Coaches LLC
    Demographic info
    Phoenix, Arizona Area | Transportation/Trucking/Railroad
    Current
    retiredsemi at Grandest Coaches LLC
    Past
    retired military at USAF RETIRED
    Tom Follis
  8. Tom Follis

    Title
    --
    Demographic info
    United States
    Tom Follis