W. Todd Kiick, Cfp® Email & Phone Number

W. Todd Kiick, CFP®, is a Senior Vice President, Wealth Management Advisor, and Senior Retirement Benefits Consultant in Merrill's Bath, Ohio, office.Todd and his team, Cunningham, Kiick & Associates, assist clients with the development and implementation of strategies to help meet their short and long term financial goals. Achievement of a client's goals is the focal point of our work.   Considering risk tolerance, time horizon, liquidity needs, overall investment goals, and the cost of recommendations, we assist clients with personalized strategies in the following areas:* Asset and Liability Management* Retirement Planning* Wealth Management* Wealth Transfer StrategiesAs Senior Retirement Benefits Consultants, our team assists dozens of corporate clients in multiple states with the management of their 401(k) plans.  Cunningham, Kiick & Associates is one of a select group of Merrill advisors that focus on defined contribution plans. We add value by:* Offering access to 3(21) and 3(38) fiduciary services* Helping develop investment strategies without proprietary investment requirements* Ensuring plan design meets plan sponsor objectives and drives employee engagement    * Delivering employee education on a variety of financial topicsTodd has earned the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp.He graduated with honors from York College of Pennsylvania with a B.A. in Economics and Finance and also holds a degree from York College in Business Administration.Todd, his wife, Laura, and their American Shepherd, Simon, live in Broadview Heights, Ohio. He is an active member of the Rotary Club of Lakewood/Rocky River Sunrise and Christ the Redeemer Lutheran Church in Brecksville. He has served on the Rotary District 6630 Board of Directors and was Chairman of the Rotary District 6630 Grants Committee.  Todd enjoys being with family, riding his bike in the Cuyahoga Valley National Park, and cheering for Penn State football.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Sep 2002 - Present

  *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.