Tom Cronin, CFP®, CRPC®, CSNA
Tom Cronin is a Financial Advisor and a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Drawing on his 14 years of experience and Merrill Lynch’s global resources, Tom develops and customizes plans for individuals integrating investment management, financial planning and private banking. Tom also specializes in corporate retirement plans for small and mid-size companies.
Prior to his start with Merrill Lynch in 2008, Tom was a Vice President for Eastern Investment Advisors, the investment management and trust division of Eastern Bank, where he assisted individuals with asset allocation, financial planning and private banking. The first nine years of his career were spent working on the institutional asset management side of the business. He worked for Putnam Investments and Eaton Vance Management helping individuals and advisors with portfolio construction, tax-efficient investing, estate planning and diversification strategies.
Tom works on the wealth management team of Mullin and Associates in the Boston office. The team has been providing private client services to individuals, families, business owners and foundations for over 27 years, while still providing the intimate service you would expect from a boutique.
Tom is a graduate of St. Michaels College and has received a Certification of Financial Planning from Boston University. Tom is a Certified Financial Planner™ certificant (CFP®) and a Chartered Retirement Planning Counselor (CRPC®), designations awarded by the College for Financial Planning and a Certified Special Needs Advisor (CSNA). He sits on the board of MAB Community Service, Brookline, MA, and is on the Alumni Board at St. Sebastian’s School, Needham, MA. Tom and his wife Lauren live in Wellesley, MA with their two children, Annie and John.