David Teolis

Senior Financial Advisor

2 Pickwick Plaza
Greenwich, CT 06830
203.861.5947
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As your Merrill advisor, I can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
Profile

David joined Merrill Wealth Management in 2017 serving individuals, families, family offices, and institutions with over thirty years of experience in financial services. He received his bachelor's degree in Economics from Boston University in 1989 and his Masters in Business Administration in Finance from New York University in 1994.

About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

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Let’s Talk Investments

Webcast featuring Jim Coulter of TPG (watch the replay of this discussion now)

Join us for the premiere of Let's Talk Investments discussion. In this edition, hear from Chris Hyzy, our Chief Investment Officer, and Jim Coulter, Executive Chairman and Founding Partner of TPG — a leading private equity firm focused on innovation-led growth.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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David Teolis is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT.