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Cimc® Todd Gilmore

Financial Advisor, Portfolio Advisor

Todd Gilmore, CIMC®, RMA®, is a dedicated financial advisor at Merrill Lynch Wealth Management with over 28 years of experience in the investment industry.

Todd focuses on investment and safety-first retirement planning, aiming to provide his clients with financial freedom and manage risks effectively.

With a background in working with institutional investors and financial advisors, Todd brings unique insights to individual retirement plans to ensure greater certainty and reduce stress.

Todd holds certifications including Certified Investment Management Consultant℠ (CIMC®) obtained in 2000 and Retirement Management Advisor® (RMA®) obtained in 2020.

He values helping clients identify financial goals and building customized investment plans to achieve them, especially in uncertain and volatile economic climates.

Todd is passionate about his work and enjoys educating others about financial planning strategies.

His educational background includes a Master of Business Administration (MBA) from the University of Missouri System, a Bachelor's Degree from Southern Methodist University, and high school studies at John Burroughs.

Apart from his current role at Merrill Lynch, Todd has held positions such as CEO/Founder at Grand Cru Napa Valley Wine Club, LLC, Managing Director at J.A. Glynn & Co./JAG Capital, VP Regional Director at Segall Bryant & Hamill, Vice President at Pitcairn Trust Company, Vice President at Stifel, Nicolaus & Company, Inc., and Vice President at Dain Rauscher Inc./Rauscher Pierce Refsnes.

Cimc® Todd Gilmore
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Location

Greater St. Louis Area