2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Thomas Clark
Tom joined Merrill Lynch Wealth Management in 2015, driven by a passion for empowering business owners to maximize the value of their companies. He is committed to enhancing personal wealth plans and helping to ensure his clients are well-prepared...
ABOUT THOMAS
Tom joined Merrill Lynch Wealth Management in 2015, driven by a passion for empowering business owners to maximize the value of their companies. He is committed to enhancing personal wealth plans and helping to ensure his clients are well-prepared for their next adventures, particularly during transitional phases. Understanding the challenges that arise when hard work doesn’t lead to successful ownership transfers, Tom is here to navigate those complexities with you.
Embodying Merrill’s commitment to community service, Tom actively engages with local organizations to foster positive change. His involvement includes initiatives with the Tyger River Foundation, Conserving Carolina, The Pisgah Conservancy, Conestee Nature Preserve, and Friends of Pisgah. He also contributes his financial knowledge and experience as a member of the Planning & Zoning Board for the Town of Reidville.
Originally from the Philadelphia area, Tom attended college in Michigan, where he met his wife, Stephanie. They made Spartanburg their home in 2015, and in 2023, they joyfully welcomed their daughter, Emma, into the world. This new chapter has deepened Tom’s appreciation for family and community, inspiring his dedication to creating a bright future for them. When not at work, you can find Tom, Stephanie, and Emma exploring local hiking trails, enjoying time at the dog park, or discovering new towns together.
