Ted Candella

Background

About Ted Candella

With more than twenty years experience, Ted recognizes that his ultimate responsibility is to help clients build a solid foundation on which to make their financial decisions with confidence. He collaborates with individuals to develop a robust wealth management strategy, focusing on in-depth financial strategies and a relationship that is built on trust. He focuses on working with wealthy business owners and C-suite corporate executives of both public and privately held corporations. He utilizes modern portfolio theory to manage client portfolios while drawing on the resources of third party institutional money managers and Merrill Lynch’s research capabilities. In doing so, he has become a professional in the retirement planning industry for individuals and corporations. Ted offers personalized strategies that address: individual retirement planning, corporate cash management strategies, individual wealth preservation and insurance planning strategies, designing and refining company sponsored 401(k)/retirement plans, non-profit cash management and long-term investment needs. Ted earned a Bachelor’s degree in Management, graduating Magna Cum Laude, and a Master’s degree in Business Administration, concentrating in Finance, from Adelphi University, graduating with distinction. Although he does not provide legal advice in his role at Merrill, Ted also earned a law degree from Hofstra University School of Law. He serves as the Chairperson of several annual fundraisers supporting St. Jude Children’s Research Hospital. Ted is originally from Long Island, NY and currently resides in Manhattan with his wife Diana and children, Teddy, Danielle and Dylan.