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.
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.
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.
