As a Merrill Financial Advisor, Todd dedicates his time to thoroughly understand the priorities of individuals and families to help ensure that they are provided with personalized attention and customized strategies by utilizing Bank of America’s banking and lending services along with the investment expertise of Merrill to achieve their life goals. Todd offers a comprehensive approach to managing wealth that begins with him listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.
Todd follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time actively serving and volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.
