The Dorman Vickers Group

Merrill Lynch Wealth Management
401 Ohio Street
Terre Haute, IN 47807
(812) 478-7010
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Dorman Vickers Group
Merrill Lynch Wealth Management
Welcome

Clients come first at Merrill Lynch Wealth Management. We will collaborate closely with you to fully understand the various aspects of your financial life and what matters most to you. Once we know your unique needs and priorities, we'll focus on your success and the goals you've set for yourself and your family. Whether you are still accumulating wealth, enjoying retirement, or considering how to transfer your wealth, we are committed to helping you achieve your financial goals.

We believe that communication is the key to building and maintaining a strong client relationship, no matter where you are located. Furthermore, many relationships have broadened to multiple generations of the same family. We believe this is a testament to our commitment and dedication to providing service, advice, and guidance to each client.

Clients have entrusted our team with approximately $910 million in balances as of February 14, 2024. Our experience allows us to deliver customized portfolio management, tax minimization strategies, retirement and estate planning services, and educational funding. Through consistent interaction with clients and our experience through various market conditions, we strive to guide clients down the path of financial success and leave a legacy of their wishes.

Recognition
Todd Dorman
Managing Director, Senior Resident Director
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Dorman Vickers Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

Clients come first at Merrill. We'll collaborate closely with you to fully understand the various aspects of your financial life and what matters to you most. Whether you are still accumulating wealth, enjoying retirement, or considering how to transfer your wealth, we are committed to helping you achieve your financial goals.

The Dorman Vickers Group has over 100 years of combined experience working with clients throughout the country. We believe that communication is the key to building and maintaining a strong client relationship, no matter where you are located.

Our experience allows us to deliver customized strategies for wealth management, tax minimization, retirement and estate planning services, and educational funding strategies. Through consistent interaction with clients and our experience through various market conditions, we strive to help clients pursue the goals that are important to them.

Meet Our Team
Todd Dorman
Managing Director, Senior Resident Director
812.478.7004
Robert Vickers,

CFP®

Senior Vice President, Wealth Management Advisor
812.478.7010
Eric Nicholson,

CFP®

First Vice President, Wealth Management Advisor
812.478.7017
Tophel Secuskie,

CIMA®,CPFA™

Senior Financial Advisor
812.478.7009
Jill M White
Registered Wealth Management Client Associate
812.478.7015
Alexandra Bowers
Wealth Management Client Associate
317.848.2123
Additional Resources
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.
Anna Brouwer
Wealth Management Banking Specialist
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.