Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Ted has been in the financial services industry for more than 30 years and joined Merrill 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 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 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 UPenn, 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 holds the CPA license but does not give tax advice in his role at Merrill. He is member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Prior to joining Merrill 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 $1 billion 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 and 2018 TCS New York City Marathons. Team Celiac will be an Official Charity Partner of the 2019 TCS New York City Marathon.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
University of Pennsylvania
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.