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Thomas Berger is the co-founder of the CBC Group, and a Senior Vice President and Wealth Management Advisor at Merrill. He has been in the financial services industry since 1982. Having spent 10 years in retail and small business banking, Tom joined Merrill Lynch Wealth Management in 1993.What makes CBC group such a good company?
The talent and dedication of our people is critical to our success, and we are committed to creating a rewarding work environment CBC Group aims to achieve shared growth and alignment with portfolio companies through its differentiated portfolio management model.Who are the CBC Group financial advisors in Charlotte NC?
At The CBC Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care.Who is the portfolio manager of the CBC group?
As a Wealth Management Advisor, Tom focuses on development of portfolios and strategies to enable our clients to reach their financial and life goals. Within the CBC Group, he is also portfolio manager of a proprietary stock portfolio, advises the team on the use of annuities, and leads CBC investment discussion within the Group.
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