Thomas E Weisenfels - Wealth Management Advisor at Merrill Lynch

Tom Weisenfels is Delaware's Best and Top Financial Advisors, ranked the #1 Advisor in Forbes "Best-In-State Wealth Advisors" list for 2018, 2019, 2020, 2022 and 2023+, and was named to Barron's America's Top 1,200 Advisors ten 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#, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; a Chartered Retirement Planning Counselor®, CRPC® certificant ##; and a Certified Kingdom Advisor® Christian financial counselor. 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, along with their Boxer dog, Maple. Ryan Meade is a Wealth Management Advisor having been in the financial industry since 2005. He grew up in West Chester, PA and received his degree in Business Administration from Pennsylvania State University. Ryan is fully licensed and has worked for a number of money managers. He shares his experience with markets and advising to both the team and our clients. He works with new clients, reviews, and planning on the team. Ryan enjoys being an avid sportsman, mountain biking, working out, history (his 4th Great Grandfather was General George Meade in the Civil War), and spending time with family. He lives in West Chester with his wife Jenna, and three children, Carolyn, Claire, and Mark. Jeff Racan is an Investment Management Specialist with bank and wealth management experience since 2008. He grew up in West Chester, PA and graduated with a B.S. in Economics from the University of Delaware. He has also received his Chartered Financial Analyst®, CFA®,*** charter. He brings attention-to-detail and high technical experience to the team's portfolio design, estate settlement, trading operations, and business management, while also assisting clients. Jeff and his wife, Randi, live in Pike Creek, DE, have two daughters, Heidi and Piper, a son, Maddox, and two Husky dogs, Evie and Wynter. Jordan Fieger is the team Relationship Manager. He completed his B.S. in Financial Planning from Liberty University in Virginia. He interned for Merrill Lynch as a student, hired full time in 2017, completed the company's professional development program, and now heads service and new account operations on the team. With a keen sense of accountability and integrity, Jordan brings a dedicated approach to onboarding new clients, communications, service management, lending, insurance, and banking. Jordan lives in Philadelphia, PA and enjoys golf, basketball, church, and family. Gabbie Giansanti is a Registered Wealth Management Client Associate. She attended Goldey-Beacom College with a degree in International Business Management and joined Merrill in 2020. Gabbie assists with client service, scheduling, communications, and client needs. She enjoys baking, hiking, boating, and spending time with family. Gabbie, and her husband Jesse, live in Wilmington, DE with their son, Rhys, and their rescue dog, Merlin. The team's relationship with clients starts with a full profile of their current situation, goals, needs, risk tolerance, timelines, and preferences. An analysis is done to review future outcomes, areas needing attention, tax#, debt, home financing, estate planning services, insurance (life, disability, long term care, survivor), employer benefits, education, special needs, philanthropic & charitable concerns, tithing, retirement, principal preservation, portfolio structure, and income stream needs. Once the analysis is complete, a specific implementation strategy is drafted that gives written particulars on how to proceed. This strategy includes details on account structure, portfolio design, trust funding, distribution strategies, allocation##, and specific investments and strategies to be used. The plan is clear, sets expectations and accountability for the team and clients, and integrates client preferences to ensure comfort in proceeding forward. Once the strategy is finalized, the team takes on the many responsibilities of transferring, titling, restructuring, updating service items, reporting, and tax record keeping. This simplifies the financial management responsibilities of clients with one-stop personal service. A full suite of technology provides easy access to account information, service requests, transfers, communications, performance, activity, and taxes. The key differences that separate the team from its competitors are as follows: depth of financial knowledge, a detailed and disciplined planning process, written recommendations on all areas prior to investment, use of the team's proprietary ETF portfolios, strict portfolio management discipline, regular rebalancing, thorough understanding of retirement and estate issues, service beyond compare, responsiveness, unquestionable integrity, and accountability. The team develops its own custom portfolios free of bias and provides ongoing advice regards adjustments to holdings, weightings, and objectives. The team is entrusted with over $650 million of client assets (as of 6/3/2024), has extensive training and certifications, multiple third party awards, and delivers proactive ideas driven by world class research. 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 interest and how to best achieve financial security and wealth preservation for you and your family. The outcomes are remarkable for clients and consistently show net outperformance with more confidence, simplicity, and time efficiency than without guidance. 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. ***CFA® and Chartered Finanical Analyst are registered trademarks of the CFA Institute. +Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. ++ Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. #Neither Merrill Lynch nor its Financial Advisors provide tax, accounting, or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting, or legal implications with their personal professional advisors. ##Asset Allocation does not ensure a profit or protect against loss in declining markets.