Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With 26 years in the investment industry, Todd joined Merrill Lynch Wealth Management as a financial advisor in 2019. His focus is helping investors decrease the uncertainty of having enough money for retirement, health care and other important goals. Todd collaborates with families to increase the probability of achieving their goals through a focus on safety. His disciplined process begins with taking the time to fully understand each client’s particular goals, needs, concerns and priorities. Todd has a passion for helping families become aware of the planning steps needed to help take care of parents, spouses and other family members with aging needs.
Services include: Goal and Retirement Planning, Investment Advice, Access to Private Banking, Health Care in Retirement, Insurance and Trusts.
Raised in St. Louis, Todd graduated from John Burroughs School in 1982. He received his bachelor’s degree in Business Administration from SMU in 1986 and an MBA in Finance from the University of Missouri-St. Louis in 1992. Todd obtained the Certified Investment Management Consultant℠ certification in 2000 and became a Portfolio Advisor in the Merrill Investment Advisory Program in 2019.
Todd's interests are family, sports, food and travel. He has been married for 26 years and has two daughters who attended Westminster Christian Academy. Todd is an ordained deacon in the Presbyterian church.
Southern Methodist University
University of Missouri System
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.