Todd Poole
Financial Advisor
NMLS #1906024
380 Knollwood St Suite 430
Winston-Salem, NC 27103
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.

Todd Poole joined Merrill Lynch Wealth Management after serving nearly 20-years as a trusted advisor to members of Congress and other community leaders. During his career in government and public affairs, Todd established a reputation of providing top-notch customer service with a proven ability to develop strategies to solve complex problems and create positive outcomes. He brings that same approach to wealth management that begins with knowing a client and the client’s family, financial situation, and what they want to accomplish with their wealth.

Todd earned a Master’s in Business Administration from Appalachian State University where he also received a bachelor’s degree. While at Appalachian, he served as Student Body Vice President as well as in other leadership roles. After graduation, Todd continued to be a leader at Appalachian by serving his alma mater as a member of the Alumni Council and Board of Visitors.

About Me

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Betsy E Vernon
Officer, Wealth Management Client Associate
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.
Rosemary Coldebella
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589376
Corey White
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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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.
William Poole is registered to do business in DC, FL, GA, LA, MA, MD, NC, OH, SC, TN, TX, VA.