Todd is a native of Schenectady, New York, and has been in the financial services industry since 1996. He joined Merrill Lynch Wealth Management in 2006. He was a summa cum laude graduate of the State University of New York at Albany, where he earned his bachelor's degree in business administration, with a concentration in Finance.

Todd holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™ (The Institute). Todd also earned the CAIA® designation. He is experienced and trained to provide a broad-based range of alternative investments which covers the main areas of hedge funds, private equity, commodities, real estate and managed futures. 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 Wealth Management 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 is also proud to be named to Forbes “Best in State Wealth Advisors” list in February 2019, 2020, 2021 and 2022 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)  He was also named to both Forbes "America's Top 250 Wealth Advisors" list in September 2018, 2019, 2020, and 2021 (*Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year), and Barron’s "Top 1,200 Financial Advisors" lists in 2009, 2010, 2014, 2016, 2017, 2018, 2019, 2020, 2021 and 2022 (*Published annually in March. Rankings based on data as of September 30 of prior year). In 2019, Todd was honored to be one of the recipients for the Bank of America Corporation’s David Brady Community Service Award. 

He and his wife, Beth, live in Clifton Park with their six children, and both are actively involved with their community.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.

 

Erick has been in the financial services field since 1996. He grew up in Greenville, New York, and graduated from the State University of New York at Albany with a bachelor's degree in economics. He joined Merrill Lynch Wealth Management in 2006 and works with clients to help them pursue their retirement goals. Erick 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 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. He holds a Chartered Retirement Planning Counselor^SM (CRPC) designation.

Erick is also proud to be named to Forbes “Best-in-State Wealth Advisors” list in February 2022 (*Published on April 7, 2022. Rankings based on data as of June 30, 2021.)

Erick lives in Saratoga Springs with his wife, Jill, and their two children.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Scott's tenure with Merrill Lynch Wealth Management stretches back to 2006, and he has been in the financial services industry since 1996. He 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 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. He puts his skills to work by assisting clients with retirement planning services. He holds the Chartered Retirement Planning Counselor^SM (CRPC®) designation. A native of Gloversville, New York, Scott received a bachelor's degree in mathematics from Siena College, and earned his MBA from the College of Saint Rose. Burnt Hills is home to Scott, his wife, Melissa, and their four boys.