Vincent Todd Jr
Vice President, Senior Financial AdvisorNMLS #522867
With over 40 years of experience, Vincent Todd is dedicated to providing clients with the finest individually tailored approach to financial and wealth strategies. At the heart of his philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.
Vince advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization and asset preservation with a specific emphasis on helping to assure a lifetime, retirement income stream.
On a personal note, he graduated with a BBA-Finance from the University of Massachusetts-Amherst, School of Business in 1982. He is a founding father of the Delta Upsilon Massachusetts chapter and is a former member of the UMass baseball team.
Vince follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in his community. He volunteered with the Natick Service Council, Habitat for Humanity, the Greater Boston Food Bank and the Memorial Day flags on the Boston Common.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
