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W. Thomas McNary

Wealth Advisor

W. Thomas McNary

CFP®, CSRIC

tmcnary@merceradvisors.com

303.449.5552

Tom began his financial services career in 2015 after graduating from the University of Colorado with a BA in History and a minor in Business Administration. Prior to working with Mercer Advisors, he launched the Young Professionals Program at Confluence Financial Advisors, aimed at providing comprehensive financial planning, tax planning and tax preparation to those in the early stages of their careers. At Mercer Advisors, Tom continues to serve early-career professionals as well as pre-retirees and retirees. He specializes in tax planning and stock option planning, and regularly gives talks on the how to utilize stock options to build wealth. Tom is a CERTIFIED FINANCIAL PLANNER® professional.

Outside of work, you can find Tom spending time with his wife in Lafayette and exploring all that the mountains of Colorado have to offer on his snowboard.

Boulder

2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302

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