Christopher Tomaskovic

Advisor at Merrill

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Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

Poughkeepsie, NY 12601

About

Christopher Tomaskovic is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he works closely with individuals, families, and businesses to develop and implement financial strategies tailored to their unique circumstances and goals. His areas of expertise include college education planning, family wealth management, retirement planning, legacy planning, and services for endowments, foundations, non-profits, and defined benefit plans.

Christopher holds a Bachelor's Degree from Fordham University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes the importance of understanding clients’ life priorities and collaborates to create personalized financial plans designed around their goals and aspirations.

Outside of his professional role, Christopher is involved in several community organizations such as the Dutchess County 10-13 Foundation, the Dutchess County Ancient Order of Hibernians, the Dutchess County Gaelic Athletic Association, the Dutchess County St Patrick's Parade Committee, St Martin De Porres CYO, The Center for the Prevention of Child Abuse, and The Knights of Columbus. His personal interests include basketball, golfing, spending time with his family, and traveling.

Expertise

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Work history

Merrill lynch, pierce, Fenner & Smith incorporated

2022 - Present (4 years)

Rhinebeck Bank

2017 - 2022 (5 years)

Infinex Investments, Inc

2017 - 2022 (5 years)

WELLS FARGO Clearing Services, LLC

2016 - 2017 (1 year)

Wells FArgo Bank NA

2014 - 2017 (3 years)

Wells Fargo Advisors, Llc.

2014 - 2016 (2 years)

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