PROFESSIONAL PROFILE
RICK THOME works with individuals, families, and business clients providing a customized wealth management experience. By listening to clients needs and objectives, he works to develop an appropriate strategy and recommend solutions drawing upon the vast resources of Merrill Lynch. His approach to wealth management is to provide clients with exceptional personal service based on personalized client contact schedules.
Rick entered the financial services industry in 2004 and joined Merrill Lynch in 2010. He is a graduate of Spring Hill College with a BS degree in Business Management and a minor in Computer Information Systems. He further received an MBA degree in 2004 from the University of South Alabama. He maintains his Series 7, 31, 66 and Insurance licenses. In addition to the time spent with clients, Rick makes time to be actively involved in the community. He volunteers with the Ronald McDonald House of Mobile, Eastern Shore Sertoma Club and Devany-Zohgby Memorial Golf Tournament. Rick lives in Fairhope, AL with his wife Lori.
LYNN STRICKLAND, Senior Registered Client Associate. She began her career in the investment business in 1994 focusing on branch operation services and joined Merrill Lynch in July 2000. Lynn grew up in Baldwin County, Alabama, is married and has 2 children.
HOW WE WORK: OUR PROCESS
Establish Your Objectives
Develop an Appropriate Strategy
Devise Customized Solutions
Review Progress Towards Your Goals
WHAT WE DO: CREATE, GROW, PROTECT and TRANSFER WEALTH
Investments and Cash Flow
Manage Liabilities (Loans, Mortgages, etc.)
Cash Management (Taxable, Tax-Exempt, Tax-Advantaged)
Asset Allocation and Diversification Strategies
Tax Exposure Minimization
Insurance Coordination: Life, Disability, Long-term Care, Liability
Qualified Retirement Plan Consulting (Defined Contribution, Defined Benefit, Simple IRA)
Retirement Account Distribution
Clients entrust their financial futures with us. Our training allows us to accept this responsibility. More importantly, our personal integrity, reputation, and hard work earn it.