Verified recordFinancial Services

Todd Polavin

Wealth Management Advisor, First Vice President-wealth Management at Merrill Lynch

Based in Grand Rapids, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Grand Rapids

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

t•••••••@ml.com

Phone

5 credits

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Background

About Todd Polavin

Todd Polavin - CIMA®, CFP®, CRPC® Todd Polavin is a First Vice President and a Wealth Management Advisor who has worked in the Grand Rapids, Michigan office since 1996. Todd focuses on total wealth management and provides strategies for multidimensional personal and business finances. Todd believes strongly in client education, and is committed to helping clients make informed, knowledgeable decisions about their finances. Todd has an Economics degree from Harvard University. Todd has also earned his Certified Investment Management AnalystSM (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Wharton Business School at the University of Pennsylvania. He has also earned the right to use the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. Todd is married and has two grown sons. Please consider sitting down to review your biggest financial concerns - and explore different scenarios. Please feel free to contact Todd with questions you may have by calling 780-1774 or emailing Todd at Todd_Polavin@ml.com. a) Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. b) Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants. c) CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

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