Next-Gen + Best-in-State · rank 31 · Stuart, Florida · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Lynch Wealth Management (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "4/12/2013"” — sec_finra_regulatory
- “The Holder Wealth Management Group Merrill Lynch Wealth Management 2301 SE Monterey Rd Suite 1 Stuart FL 34996” — firm_official
- Parent company — Bank of America (high)
- “The Holder Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capa” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "14235", "bdSECNumber": "7221"” — sec_finra_regulatory
- Team name — The Holder Wealth Management Group (high)
- “The Holder Wealth Management Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process.” — firm_official
- Team size — 4 (medium)
- “Thomas Holder, AAMS® – Managing Director, Senior Financial Advisor; E. Thomas Holder – Managing Director, Senior Relationship Manager; Kathy K Gates – Officer, Wealth Management Client Associate; Gabriela Montalvo Burch,” — firm_official
- CRD — 6168810 (high)
- “"basicInformation": {"individualId": 6168810, "firstName": "THOMAS", "middleName": "M", "lastName": "HOLDER", "otherNames": ["THOMAS MARSHALL HOLDER"], "bcScope": "Active", "iaScope": "Active"}” — sec_finra_regulatory
- Years experience — 13 (high)
- “"daysInIndustryCalculatedDate": "4/11/2013"” — sec_finra_regulatory
- Designations — other:AAMS (high)
- “Thomas Holder, AAMS® – Managing Director, Senior Financial Advisor” — firm_official
Book of business
- Team AUM ($M) — 696 (high)
- “Team Assets (Custodied): $696M” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size: $2M” — forbes_shook
- Typical client net worth ($M) — 9 (high)
- “Typical Client Net Worth: $3-15M” — forbes_shook
- Client niche — multigenerational families planning education funding, retirement income, and wealth transfer (high)
- “That might include planning for and funding your children's or grandchildren's educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "14235", "iaSECNumberType": "801", "bdSECNumber": "7221"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/fl/stuart-fl/holder_group (high)
- “The Holder Wealth Management Group - Financial Advisors in Stuart, FL 34996 | Merrill” — firm_official
- Value proposition (verbatim) — The Holder Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. (high)
- “The Holder Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capa” — firm_official
- Differentiators — Client, not the market, at the center of the planning process, Team-based delivery via advisors plus wealth management client associates, Access to Merrill's global investing capabilities and Bank of America banking solutions, Aim to be the client's primary source for financial advice and guidance, One-on-one personalized financial strategy built around stated goals (high)
- “The Holder Wealth Management Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing ” — firm_official
- “Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
- Content marketing — none (medium)
- “Shifting gears: New drivers of potential market expansion Watch our latest webcast where expert panelists share ideas that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond.” — firm_official
- Has podcast — no (medium)
- “The Holder Wealth Management Group Welcome Recognition About Us Meet Our Team Insights About Merrill On this page navigate to...” — firm_official
- Books published — 0 (low)
- “Thomas, or 'Tommy' as he's known to clients and friends, brings a proclivity for all things financial to the team. His upbringing cultivated an exceptional appreciation for the importance of family and associated traditi” — firm_official
- Linkedin url — https://www.linkedin.com/in/thomasmholder/ (medium)
- “Tommy Holder, AAMS™ - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Financial Planning "Top 40 Advisors Under 40", 2022-2023, 2025-2026 (high)
- “Financial Planning's "Top 40 Advisors Under 40", 2022-2023, 2025-2026 (Published annually Jan – Feb. Rankings based on data as of Sept 30 of prior year.)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Holder Wealth Management Group Merrill Lynch Wealth Management 2301 SE Monterey Rd Suite 1 Stuart FL 34996” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground, neutral gray (#646464) UI accents, clean sans-serif hierarchy, full-bleed team headshots and lifestyle stock photography. No team-specific palette or mark. (high)
- “fill='%23646464'” — firm_official
- “<img style="object-position:top;object-fit:cover;max-width:1453px;width:100%;aspect-ratio:1453 / 2212" src="https://dyn.mktgcdn.com/p/KqTsWeYzEgB_L8hV9-Q8RULFL5SpTd7I3-dMgoGcOIE/width=500,height=500"” — firm_official