The Villages, FL Office

Todd Dorman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 1986, initially with AG Edwards in Terre Haute, Indiana, where he started his career as a financial advisor. In October 1999, Todd helped open the Merrill office in Terre Haute and has served as a financial advisor there since. He has also held the position of Resident Director of the office for ten years. Todd's expertise encompasses cash flow strategies and customized wealth management solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He graduated from Southport High School in 1981 and attended Indiana State University from 1981 to 1985, where he earned a bachelor's degree in Business Management. During his time at Indiana State University, Todd played varsity tennis for four years. After college, he worked as a tennis teaching professional in Columbus, Indiana before starting his financial advisory career. Todd holds the Personal Investment Advisor (PIA) designation and remains involved in his community as the Assistant Varsity Tennis Coach at Terre Haute South High School. He resides in Terre Haute with his wife, Patty, and they have five daughters and one son.