PROFESSIONAL PROFILE
Troy K. Blodgett, CFP®, CSNA
Assistant Vice President
Financial Advisor
Troy's key focus is working with individuals, families and businesses. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In addition Troy is a Certified Special Needs Advisor and uniquely helps those who have children with disabilities and other special needs.
Troy has been a Financial Advisor since 2001. Prior to joining Merrill Lynch in 2006, he worked at an independent firm in Madison where he also held the position of Branch Manager. Troy graduated from the University of Wisconsin-Madison Business School with a degree in Finance & Investment Banking and resides in the Madison area with his wife Erin and three sons.
--Individuals and Families--
Merrill Lynch’s vast array of resources allows Troy to develop financial strategies to make sure client's assets and liabilities are working in the right direction towards their financial goals. Investments strategy, estate planning services, retirement planning, liability management, education savings strategies and cash flow management are all part of Troy's holistic management approach.
--Businesses--
Utilizing an integrated approach, Troy helps business owners and key executives with their unique challenges in managing both personal and business finances. His business services include cash management, managing corporate retirement plans (401k, Profit Sharing, Deferred Compensation), business financing, and succession planning.
--Families of Children with Disabilities--
Being a Certified Special Needs Advisor (CSNA), Troy is a member of the Special Needs Network at Merrill Lynch and assists families with saving for not only their lifetime goals, but those of their special needs child or adult. Special Needs Planning services include managing Special Needs Trusts and helping to preserve government benefits.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com