Todd Stankiewicz began his financial services career in 2005 as a municipal bond trader with an institutional money manager. He then moved to a large asset management firm, where he spent two years as an investment associate, applying his knowledge of fixed income investments. Todd then worked at a national wealth management firm before joining Merrill Private Wealth Management in 2013.
Within the team, Todd focuses on financial strategy, quantitative analysis, portfolio construction and client outreach. He enjoys helping clients apply a disciplined investment process to pursue their long-term goals.
Todd has enjoyed national recognition as a wealth manager. Forbe's listed Todd as one of America's Top Next-Generation Wealth Advisors in July 2018.1
Todd earned his bachelor’s degree from Boston University and his MBA from Quinnipiac University. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Todd lives with his wife, Liz, in Purchase, New York, with their two daughters, son, and their dog Bailey. He has been involved with a number of animal-based organizations, including Guiding Eyes for the Blind, the American Society for the Prevention of Cruelty to Animals (ASPCA), and Rose’s Funds, a non-profit organization that provides financial assistance to animals in crisis. In his free time, Todd enjoys spending time with his family and playing squash with his friends.
1Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list, July 2018. For more information about the selection criteria, go to
http://details-he.re/F7Z3tV . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
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