PROFESSIONAL PROFILE
Todd Anderson, CFM
Vice President
Financial Advisor
As a Merrill Lynch Financial Advisor, Todd works with families, individual investors and business owners in the development of long-term financial strategies. He assists clients in wealth accumulation, preservation and transfer through the creation of individually customized wealth management solutions with a focus on investment, education and retirement planning needs, and wealth protection.
Todd stresses a long-term approach to investing based upon a client's specific financial needs, goals and objectives as well as understanding a client's risk tolerance level. The Total MerrillSM platform allows him to be objective and product neutral in advising clients.
Todd provides an unparalleled level of service and world-class advice to all clients. His goal is to be a lifetime resource and an essential partner to those who have entrusted him with their financial well being.
Todd also works closely with clients other family advisors, including attorneys and tax accountants to focus on their total wealth management needs including estate planning issues.