CJ Tomaskovic has been in the financial services industry since 2005, and joined Merrill Lynch Wealth Management in 2022 . Focused on providing investment guidance for individuals, their families and their businesses by understanding their short-term & long-term financial objectives. CJ assists clients by helping them manage their wealth to meet their individual needs.
CJ focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs that helps to ensure every potential solution is grounded in understanding what each client wants to achieve.
He is a graduate of Fordham University with a bachelor's degree in Legal & Policy Studies, and a Minor in Economics.
His community involvement is extensive, and includes:
- Co-Founder, Past-Chairman & Coach of The Dutchess County Gaelic Athletic Association
- Member & Past-President of the Dutchess County Ancient Order of Hibernians
- Member of the Dutchess County St Patrick's Parade Committee
- Member of the Knights of Columbus
- Member of The Center for the Prevention of Child Abuse Fundraising Committee
- Board Member of the Marist Red Fox Athletic Club
- Board Member of the DC 10-13 Foundation
- Honorary Member of the Police Emerald Society of the Hudson Valley
- Member of the Notre Dame Club of the Mid-Hudson Valley
- Equity Member of The Links at Union Vale
- Director & Coach of St Martin de Porres CYO Instructional Basketball program
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.
