Monahan & Todd Wealth Management Group Team Photo

Monahan & Todd Wealth Management Group

Merrill Lynch Wealth Management

50 North Laura Street
Suite 3700
Jacksonville, FL 32202
(904) 634-6118
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At Monahan & Todd Wealth Management Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
Monahan & Todd Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Monahan & Todd Wealth Management Group Team Photo
Monahan & Todd Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Mission

The Monahan & Todd Wealth Management Group at Merrill focuses on advising high net worth families, professionals and business leaders in the disciplines of retirement planning, asset preservation and wealth transfer. With over 40 years of combined wealth management experience, our team is dedicated to providing customized, strategic wealth solutions based upon our client's risk tolerance, time horizon, liquidity needs and overall investment goals, while keeping the best interest of our clients at the centerpiece of our advice and guidance. Our team brings the vast resources of one of the world's largest financial services firms, while providing attentive and personalized client service. By utilizing a defined process through which we work with each client to understand their unique situation, we are able to establish objectives, develop an appropriate customized strategy, recommend solutions and review the progress that is being made towards reaching those goals and objectives. We believe this approach is paramount in providing consistent excellence to our clients.

Meet Our Team
Timothy Monahan,

CFP®

Senior Vice President, Wealth Management Advisor
904.634.6181
Ann Perry Todd,

CPFA™

First Vice President, Senior Financial Advisor
904.634.6118
Onycha Baker,

CFP®, CRPC™

Senior Financial Advisor
904.634.6194
Joshua Brantley
Assistant Vice President, Wealth Management Associate
904.634.6098
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.