Theodore Perednia
With 40 years in the financial services industry, Theodore joined Merrill Lynch Wealth Management in 1981. He and his team focus on serving Individuals, Families, Businesses, Accountants, Attorneys, Medical Professionals, Not for Profit Institutions and Foundations. He received his bachelor's degree in Economics and Business Administration from Wagner College in 1981 and his MBA in Finance from Wagner College in 1988.
Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Rotary International. Ted served as President of the Rotary Club of New York #6, during the Rotary year 2018-2019, and is a Member of Rotary International since 1985. He has also served on the Board of Trustees of the American Red Cross in Greater New York. He is a Member of the Union League Club of New York, the Salmagundi Club, Monmouth Boat Club, and Knights of Columbus, Council 6392.
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.
