Todd Dates
First Vice President, Senior Financial Advisor
1700 Route 23
Wayne, NJ 07470
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The value I provide goes beyond your investments. I’m committed to providing extraordinary, personalized service and insightful advice and guidance to help you achieve your most cherished goals in life.

Todd began his career in financial services in 1998. While earning his bachelor’s degree from Montclair State University, he interned with Merrill and upon graduation entered its advisor-training program. He then spent several years at Smith Barney and Morgan Stanley before returning to the Firm in 2016. His experience has shown Todd that successful, durable client relationships are dependent on exemplary service. He serves every client with the accuracy, timely responsiveness and proactive client communication they deserve. Todd, his wife and two sons reside in Wayne where he enjoys exercising and running.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
About Me

Todd founded his practice on professionalism, integrity, and exceptional client service. These are some of the many reasons he feels that generations of clients have chosen to remain with him. To Todd, an effective wealth management strategy goes much deeper than traditional investment concepts and requires a big picture approach. He can collaborate with your other professional advisors to build a well-thought-out wealth management plan to help achieve your goals. Todd is committed to helping you and your family address your current needs and to navigate your financial future for years to come.

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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Todd Dates is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV.