Todd Hilinski
,
First Vice President, Senior Financial Advisor
NMLS #534165
4 Penn Ctr
Philadelphia, PA 19103
215.587.4772
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Todd Hilinski is a Vice President and Senior Financial Advisor with Merrill®, headquartered in Philadelphia. Todd works closely with business owners, executives, professionals, and multiple generations of families, helping them chart a more purposeful and cohesive financial future. He integrates the knowledge and insight he has gained from more than fifteen years catering to the needs of an accomplished clientele. Approachable and collaborative, Todd appreciates the unique aspects of each relationship—a client’s background and accomplishments, goals and intentions, and aspirations and dreams. He enjoys helping people resolve their financial questions, weigh their options, and generate a more thoughtful approach to pursuing the future they envision.

An attentive listener, Todd is skilled in helping clients discern what they want to accomplish with their wealth and then laying out a detailed plan to pursue those aims. Clients look to him to track down answers, uncover possible solutions, and connect them to robust capabilities, enterprise wide. Todd prides himself on clear communication, assembling the various pieces of a client’s financial life into a logical framework that is thoughtfully integrated and regularly refined.

Within Merrill, Todd is one of a select group of advisors who hold the Retirement Benefits Consultant designation. This title signifies that Todd has the credentials and experience to design, implement, and service 401(k) and Corporate Retirement Plans. In this capacity, Todd works directly with businesses to help realign their retirement plans to motivate employees to increase savings, raise participation, enhance the likelihood of goal attainment, and reduce plan costs.

Todd has worked as a Financial Advisor at Merrill since 2007. Previously, he was a Financial Advisor with Morgan Stanley for four years. He began his financial services career in 2001 at Janney Montgomery Scott and earned his Bachelor’s degree from Thomas More College.

Committed to professional excellence, Todd holds a number of wealth management designations. He is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  He also holds the certified 401(k) Professional designation from the UCLA Anderson School of Business, the Certified Plan Fiduciary Advisor® designation, and the Chartered Retirement Planning CounselorTM designation.

Todd and his wife Alexis live in Ardmore, Pennsylvania, with their two daughters, Audrey and Sloan. In his free time, Todd likes to play golf and shoot sporting clays. He also enjoys spending time at Ocean City, New Jersey, and on the West Coast of Florida. When time allows, he likes to travel internationally and explore new destinations and cultures.

Meet Our Professional Staff
Byron A Coleman
Officer, Registered Wealth Management Client Associate
215.587.4758
Nancy Soto
Officer, Wealth Management Client Associate
215.587.4704
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.
John Ventura
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Todd Hilinski is registered to do business in AZ, CA, CO, DE, FL, GA, IL, IN, KY, MD, NC, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WA, WY.