Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Todd joined Merrill Lynch in 1999 and has 19 years of financial industry experience, all of which have been spent providing financial and wealth management services to high-net-worth individuals and institutions. Todd is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Todd focuses on developing customized equity and fixed income portfolios for affluent individuals and families. This typically involves strategies for hedging and monetizing highly concentrated or restricted stock positions. Todd also assists clients with their specific retirement planning, education planning, and estate planning issues and objectives.
Todd earned a Bachelor’s degree in Economics from the University of Massachusetts at Amherst. He holds Series 7, 66 & 31 FINRA registrations and is also a registered insurance agent.
An avid tennis player and golfer, Todd lives in Boston, MA and has two daughters, Avery and Isabella.
University of Massachusetts Amherst
On Wall Street's "Top 40 Under 40"
Forbes "Best-in-State Wealth Advisors" list in 2018
Forbes "Best-in-State Wealth Advisors"
Learn more about the highly engaging podcast series from Merrill Lynch
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 484187
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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.
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