Thomas J. McBride,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. McBride, CFP®

CIMA®,CPWA®

Merrill Lynch

5910 N Central Expy, Ste 2000
Dallas, TX 75206-5152
(214) 750-2004

General

Thomas McBride is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor (CPWA®)

Insurance Licenses

  • Life insurance
  • Variable annuities

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Sudden Wealth

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