Carol L Todd
Vice President
Global Wealth Management
123 NORTH 7TH STREET
Suite 200
GRAND JUNCTION, CO 81501
Phone: (970) 263-2153
Email:
Directions to Branch
PROFESSIONAL PROFILE
I joined Merrill Lynch in November 1984 in the Marlton, NJ office. I moved to Grand Junction, CO in December 1994 to get a little more elbow room and begin raising horses as I used to do on the farm in Iowa. I still maintain a large client base in NJ and make trips several times a year to visit those families for face to face appointments. My client base in Colorado continues to grow. I completed the Merrill Lynch CFM and Wealth Management Advisor programs. I am working on the CFP designation. My non-work schedule in Grand Junction is filled with volunteering for a number of organizations such as the Chamber of Commerce, Mesa County Women's Network, Newcomer's Club, and several horse related groups. I try to maintain East Coast hours to accommodate clients both here and back in New Jersey, so I'm usually in the office from about 7 a.m. until about 5 p.m. My direct number is 800-937-1523, and I pick up my line if I'm not on the other one!
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Carol Todd is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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