Todd Kobelski
For more than two decades, Todd Kobelski has helped affluent individuals and families navigate important financial decisions with confidence and clarity. Since joining Merrill Lynch Wealth Management in 2006, after beginning his career at Fidelity Private Wealth Management, Todd has built his practice around one simple belief: successful wealth management starts with understanding what matters most to each client.
As Founder of The Kobelski Group, Todd leads a team committed to delivering personalized guidance, proactive planning, and long-term relationships built on trust. He believes that wealth should support the life clients want to live, the people they care about, and the legacy they hope to leave behind. Rather than reacting to events as they occur, Todd works closely with clients to anticipate opportunities and challenges before they arise, helping them make informed decisions through every stage of life.
A former fullback for Villanova University's football team, Todd learned early the value of preparation, discipline, and teamwork—principles that continue to guide his approach today. He believes financial success is best achieved through collaboration and has carefully built a team that shares his commitment to putting clients' interests first.
Todd has been recognized 2018-2026 on The Forbes “Best-in-State Wealth Advisors” list (published annually Jan - April. Rankings based on data as of June 30 of prior year) as both an individual and team leader and is a CERTIFIED FINANCIAL PLANNER® professional. He earned a Bachelor of Science in Business Administration from Villanova University and holds a Financial Planning Certificate from Bryant University.
Outside of the office, Todd enjoys spending time with his wife, Christine, and their children. He remains active in his community through youth sports coaching and volunteer initiatives, and believes that strong relationships —both personally and professionally—are the foundation of a meaningful life.
*Source: Forbes | SHOOK® “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
For more than two decades, I have had the privilege of helping individuals and families navigate some of life's most important financial decisions. I believe wealth management is about more than investments—it's about helping people pursue their goals with confidence and purpose. By building meaningful relationships and taking the time to understand what matters most, I can provide personalized guidance tailored to each client's unique circumstances. Whether planning for retirement, managing family wealth, navigating a major life transition, or preparing a legacy for future generations, my goal is to serve as a trusted advisor and long-term partner.
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.
