Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Ted has been in the financial services industry for more than 30 years and joined Merrill Lynch in 2016. Ted concentrates on working with high net worth and ultra-high net worth individuals and privately-owned businesses. Ted provides access to the investment products of Merrill lynch and the banking products of Bank of America, as well as product specialists throughout Bank of America Corporation. Every effort is made to co-ordinate the client’s team of advisors, both at Merrill Lynch and designated third-parties.
Ted holds a BA, cum laude with distinction in Economics from the University of Pennsylvania and an MBA from the Harvard Business School. While an undergraduate at Penn, Ted was elected to the national academic honor societies in economics, mathematics and social sciences. At Harvard he received Second-Year academic honors. He holds the Series 7, 63 and 65 FINRA registrations. Ted is also a Certified Public Accountant and is member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants1.
Prior to joining Merrill Lynch Ted held senior positions at Bear Stearns (Senior Managing Director) and JPMorgan (Managing Director).
Between college and business school Ted served as an officer in the US Navy reaching the rank of Lieutenant.
Ted has had a long-term interest in running as a basis for raising funds for charity. He ran the New York City Marathon in 1988 as a founding member of Team in Training, a charity that has raised in excess of $1billion to fund research into cures for leukemia and lymphoma. He was also responsible for establishing Team Celiac in conjunction with The Celiac Disease Center at Columbia University as an Official Partner of the 2017 TCS New York City Marathon. Team Celiac will be an Official Charity Partner of the 2018 TCS New York City Marathon.
1.Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Pennsylvania
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.