For more than two decades, Todd has earned the respect of a select group of affluent clients – many whose own financial acumen is considerable. Todd joined Merrill Lynch Wealth Management in 2006 after launching his career at Fidelity Private Wealth Management as a financial advisor and vice president.

Todd measures his success not in client assets, but in the stories he hears from clients – about objectives they’ve achieved thanks to his commitment to their financial health and emotional wellbeing.

In recognition of his accomplishments, Todd was named to the Forbes “Best-in-State Wealth Advisors” List* in 2024.(*Published on February 20, 2024. Rankings based on data as of June 30, 2024.)

A former fullback on Villanova University’s football team, Todd believes that a team’s inspired effort can optimize performance. As founder of The Kobelski Group, Todd has selected colleagues who share his belief and mission to proactively serve clients’ best interests.

“Rather than wait for clients to encounter challenges we can foresee, we stand behind clients by getting out in front of likely circumstances and present recommendations for how to proceed,” Todd explains. “The quality and longevity of our client relationships remind us of the roles we play and the trust we’ve earned.”

Growing up with three older brothers and four sisters, Todd began studying stocks at a young age and learned about his siblings’ financial challenges and achievements. Todd resides in Acton, Massachusetts with his wife, Christine, and their two children. In addition to boxing and completing in Tough Mudder challenges, Todd coaches several youth sports and volunteers for community events.

Todd is a CERTIFIED FINANCIAL PLANNER^® certificant, a designation awarded by the Certified Financial Board of Standards Inc. He also holds a Financial Planning Certificate from Bryant University’s Financial Planning Certificate Program and a Bachelor of Science degree in Business Administration from Villanova University. On a daily basis, Todd is responsible for each client’s strategy and timely implementation.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 20, 2019. Rankings based on data as of June 30, 2018.
The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research 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.