Theodore Schaefer Email & Phone Number

I have been a Financial Advisor since 1986 and during my tenure, I have guided clients through the unprecedented dot.com market bubble of 1995-1999 and the subsequent bear market correction of 200 through 2002. And, most recently, I helped clients navigate the historic financial crises that drove the market down in 2007 through early 2009.Clients benefit from my investment philosophy that stresses a long term approach, high quality investments, asset allocation, and low costs. I team with clients to analyze their total financial picture-we examine their current personal/business situation, their risk tolerance, tax situation, and their future fiscal needs. We work together, and with Merrill Lynch's resources, to develop and monitor a strategy to achieve their individual goals.