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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.

Timothy Candon

Assistant Vice President, Wealth Management Advisor

NMLS #1489621

Sixty Lake Street

Burlington VT 05401

(802) 660.1048

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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.

ProfileAbout MeProfessional StaffInsightsAbout Merrill

Profile

Timothy Candon is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Burlington, Vermont office. He is a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED PLAN FIDUCIARY ADVISOR® designee with 26 years of industry experience. After graduating from St. Lawrence University, Tim spent the first 15 years of his career in Boston at Fiduciary Trust Company.
Since returning to Vermont, Tim has been a financial advisor providing access to fiduciary services to his clients. Tim strives to understand and meet the needs, wants and long-term goals of all his clients while maintaining the highest standard of integrity in his relationships. Tim uses Merrill’s vast resources to create customized wealth management strategies using the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
In late 2015, Tim and his wife, Amy, both native Vermonters, returned home to raise their daughters, Leta (16) and Ellery (13). In their free time, Tim and the family enjoy all the Vermont outdoors has to offer including hiking, boating, skiing, fly-fishing and golf.

About Me

Welcome

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.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Capabilities

Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you're paying for and what you're getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

Focus On

I believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following: * Health: Managing healthcare expenses, now and in the future * Home: Upsizing, downsizing, remodeling or buying a vacation home * Family: Taking care of your family and other people in your life * Leisure: Spending your free time in meaningful ways * Giving: Volunteering, mentoring others and giving to charities * Work: Working in retirement, selling or starting a business * Finance: Bringing it all together and defining your financial goals Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant. *This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.*

Meet Our Professional Staff

Monique Bobotas

Wealth Management Client Associate

603.628.3213

Valerie Currier Fitzgerald

Assistant Vice President, Wealth Management Associate

802.660.1007

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.

Kate Seaver

Wealth Management Banking Specialist

Merrill

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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.