Merrill Lynch Financial Advisor Jules "Todd" Axelrod

Merrill Lynch Financial Advisor Jules "Todd" Axelrod is a finance institution located at 871 Venetia Bay Boulevard in Venice, Florida, United States. This institution focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jules Axelrod and his team of experienced professionals are dedicated to building strong client relationships based on trust and personalized service.

Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on your goals and aspirations. By getting to know you and your family, Jules Axelrod helps you make informed decisions about your financial future, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment is used to customize your financial approach based on your investing preferences and goals.

As your life and goals change, Jules Axelrod provides tools to help you keep track of these changes and adjust your financial approach accordingly. By focusing on what matters most to you, Jules Axelrod works with you to develop a personalized plan that helps you manage, grow, and preserve your wealth over time.

With a mission to understand you and what matters most to you, Jules Axelrod offers personalized investment strategies and comprehensive financial solutions to help you pursue your goals. By reviewing your progress and making adjustments as needed, Jules Axelrod helps you stay on track to achieve what's most important to you. Let's work together to create a financial approach that reflects your unique needs and priorities, and helps you live your best financial life.