Christopher Tomaskovic
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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.
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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