Investment Services Wilmington

Thomas E Weisenfels - Wealth Management Advisor at Merrill Lynch

Investment Services Wilmington
Complimentary Reviews, $500k+ Min Requirement

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Address: 2951 Centerville Rd. Map
: Suite 300
Place: Wilmington, DE 19808
Route

Landline: (302) 571-5127
Fax: (302) 724-6204
E-Mail: thomas_weisenfels@ml.com
Website: fa.ml.com

Description

Tom is one of Delaware's Best and Top Financial Advisors, recently named as the #1 Ranked Advisor to Forbes "Best-In-State Wealth Advisors" list in 2018, 2019, and 2020*, and named to Barron's America's Top 1, 200 Advisors seven times.** His 29+ 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 PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc.; as well as holding the Chartered Retirement Planning CounselorSM℠, (CRPC®) designation; and is a member of the Kingdom Advisors. He also is part of Merrill Lynch's Retirement Education Services area that assists DuPont, Corteva, Chemours, and other corporate retirees in the area. Tom lives in Greenville with his wife, Melissa, and two children, Lilly and Andrew. When clients work with the TWJ Wealth Management Team, they will find unmatched service and response times. There is neither voicemail nor menu systems (except after hours for convenience) as calls are handled immediately and personally. The team prides itself on timely return of emails as well. Regular contact with clients is made with research updates, portfolio recommendations, performance reports, service updates, and certainly when there is a service need or client inquiry. High net worth clients enjoy a comprehensive approach to their financial issues at even the highest levels of complexity. The goal being extreme comfort so successful executives and retirees can pursue their work, family, health, and retirement desires confidently. Clients time, resources, expectations, goals, and the trust they share, are highly respected in the partnership with the team. The business model allows the addition of quality clients each year and we hope you will be one of them. Initial consultations are complimentary and transparent in providing answers to your questions, recommendations, costs, and an overview on how to proceed. The focus is always on your best interests and how to best achieve financial security and wealth preservation for you and your family. We ask for the opportunity to earn your business and faith after demonstrating responsive excellence in the financial advisory profession. *CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc., and awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. **CRPC® is a registered service mark of The College for Financial Planning. +Source: Forbes "Best-in-State Wealth Advisors" list, #1 Delaware, February 2018, 2019, and 2020, #2 2021. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome. ++ Source: Barron's "America's Top 1, 200 Financial Advisors: State-by-State" list. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1, 000 advisors.

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Opening hours

Mobility issues can be accommodated, limited after hours and holiday appointments available

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30

Payment Options

Check , Financing

Bios

Bios

Thomas E. Weisenfels
Managing Director - Wealth Management Advisor
Tom is one of Delaware's Best and Top Financial Advisors and earned the #1 Ranked Advisor in Forbes magazine "Best-In-State Wealth Advisors" list for 2018, 2019, 2020, and 2022* and was named to Barron's America's Top 1,200 Advisors nine times.** His 32+ 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 PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc.; as well as holding the Chartered Retirement Planning Counselor(tm), (CRPC(tm) designation; and is a member of the Kingdom Advisors. He also is part of Merrill Lynch's Retirement Education Services area that assists DuPont, Dow, Corteva, Chemours, and other corporate retirees in the area. Tom lives in Greenville, Delaware with his wife, Melissa, and two children, Lilly and Andrew, and Boxer dog, Maple. .

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Link: Thomas E. Weisenfels
Jeffrey K. Racan
Investment Management Specialist
Jeff is an Investment Management Specialist with bank and wealth management experience since 2008. He grew up in Delaware and graduated with a B.S. in Finance from the University of Delaware and has gone on to earn the Chartered Financial Analyst®, CFA®,** certification. He brings attention-to-detail and high technical experience to the team's trading operations, model design, investment research and selection, compliance and review requirements, business management operations, as well as direct client assistance. Jeff and his wife, Randi, live in north Wilmington and have two daughters, Heidi and Piper and son, Maddox.

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Link: Jeffrey K. Racan
Jordan Fieger
Relationship Manager
Jordan is a Relationship Manager and completed his B.S. in Financial Planning from Liberty University in Virginia. He excelled as a graduate of Liberty’s Honors College and published his senior thesis “Behavioral Finance and Its Impact on Investing.” He interned for Merrill Lynch as a student and participated in the professional development program after college., then went on to get is full brokerage licensing. With a keen sense of accountability and integrity, Jordan brings a dedicated and comprehensive approach to operations, scheduling, communications, service, and daily assistance to clients. Jordan lives in Bear, Delaware and enjoys Philadelphia sports, golf, basketball, his church, and family.

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Link: Jordan Fieger
Brady Emmi
Wealth Management Client Associate
Brady attended Salisbury University, was hired by Merrill Lynch in 2023, and now serves as the Wealth Management Client Associate on the team. Brady assists with phone coverage, communications, scheduling, and service items. He enjoys lacrosse, golf, and fishing. He lives in Kennett Square, PA with his dog Lincoln.

Link: Brady Emmi