Tommy McBride
Tommy McBride, CAP®, CPWA®, CIMA®, CFP®, is Managing Director and Wealth Management Advisor at Merrill Private Wealth Management. He leads his team, McBride & Associates, in helping clients simplify, steward, and care for virtually every aspect of their financial lives. They guide affluent families and individuals in pursuing their wealth management goals. His team consistently delivers services such as personalized advice and guidance, custom wealth management strategies, experienced implementation, and premium service experience. McBridge joined Merrill Lynch in 1992. He has over 30 years of experience in the financial services industry. He is a member of the Financial Planning Association.
Tommy McBride Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Management Advisor
Academic History
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Bachelors Degree
MCBRIDE & ASSOCIATES
McBride & Associates offers a variety of investment portfolios, including equity portfolios, fixed income portfolios, balanced portfolios, and asset allocation portfolios.
They also offer a variety of financial planning services, including retirement planning, estate planning, tax planning, and insurance planning.
The team is a well-respected wealth management team with a long track record of success.
The team has also been recognized for its excellence in wealth management by a number of awards.
RECOGNITIONS
Forbes America's Top 250 Wealth Advisors, 2017-2023
Forbes Best-in-State Wealth Advisors, 2018-2023
Forbes Best-in-State Wealth Management Teams, 2023
Forbes America's Top Wealth Management Teams Private Wealth, 2022
Barron's Top 1,200 Advisors, 2014-2023
Barron's Top 1,000 Advisors, 2009-2013
Financial Times Top 400 Advisors, 2017-2019
DESIGNATIONS & CERTIFICATIONS
Certified Financial Planner™ (CFP®) Professional
Certified Investment Management Analyst® (CIMA®)
Certified Private Wealth Advisor® (CPWA®)
Chartered Advisor in Philanthropy® (CAP®)
Sports & Entertainment Accredited Wealth Management Advisor™