Wealth Management Advisor@ Merrill Lynch
Grand Junction, Colorado, United States
Carol Todd
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Iowa State University
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FlashIntel GPTCarol Todd is a highly experienced Wealth Management Advisor with 39 years of work experience. She specializes in retirement planning, retirement income strategies, and tax efficient investing. Based in Grand Junction, Colorado, Carol has worked at Merrill Lynch Wealth Management since 1984, where she has been involved in various financial services. She is known for her expertise in coordinating meetings and ensuring client satisfaction. Carol's passion for nature and her ability to raise hay make her a valuable asset in the field of wealth management.
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About
I joined Merrill Lynch Wealth Management in 1984 while living in New Jersey. Ten years later, I moved to western Colorado to be closer to a wonderful place to ski during the winters and explore the mountains and public lands during the rest of the year. I continue to visit face to face with clients in New Jersey by making three trips a year back to the former office. When there are continuing education meetings in other parts of the country, I try to coordinate meetings with clients in other states.Having grown up on a farm in Iowa, I bought acreage here and now have a herd of horses and raise some hay to feed them. My horses and other outside activities keep me busy.
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Wealth Management Advisor
Wealth Management Advisor | Senior Vice President
Wealth Management Advisor | Senior Vice President
Financial Services
Carol Todd's Professional Milestones
- Wealth Management Advisor | Senior Vice President (1984-11-01~): Overseeing successful investment portfolios and managing outstanding investments for Managing the company's financial stability.
- Wealth Management Advisor | Senior Vice President (1984-11-01~): Transformed the wealth management team by leveraging strategic insights, resulting in increased revenue and financial stability.
Education
Bachelors
1974-01-01-1978-01-01Skill
Retirement Planning
Retirement Income Strategies
Tax Efficient Investing
Certification
Colleagues
Other Named Carol Todd
Frequently asked questions
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Carol Todd works for Merrill Lynch
Carol Todd's role in Merrill Lynch is Wealth Management Advisor
Carol Todd works in the industry of Financial Services
Carol Todd's colleagues are John "Jack" C. Davis,Patrick Jarin,Christine Thibault
Carol Todd's latest job experience is Wealth Management Advisor at Merrill Lynch
Carol Todd's latest education in Iowa State University
