
Cp Tony Duggan Cpfa Crps Tm
I joined The Sprenkle Wealth Management Group at Merrill in 2004 and focus on the consultative analysis of corporate retirement... | Cincinnati, Ohio, United States
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Cp Tony Duggan Cpfa Crps Tm’s Emails to****@ml****.com
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Cp Tony Duggan Cpfa Crps Tm’s Location Cincinnati, Ohio, United States
Cp Tony Duggan Cpfa Crps Tm’s Expertise I joined The Sprenkle Wealth Management Group at Merrill in 2004 and focus on the consultative analysis of corporate retirement plan through a customized benchmarking and review process. I help ensure plan effectiveness relative to plan design, participation, investment quality, participant behavior, cost & outcomes. I served as a panel member at the 2010 Plan Advisor National Conference and was named to the Financial Times Top 401 Retirement Plan Advisors list in 2015, 2017, 2018 & 2019 (*Source: Financial Times "401 Top Retirement Advisers" list, published annually May - Oct. Rankings based on data as of Dec 31 of prior year). I am a stage IV cancer survivor and along with my wife Missy, co-founded Project Peace, a 501c3 corporation that provides assistance for patients and families impacted by head & neck cancer. *C(k)P and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. *Chartered Retirement Plans Specialist, CRPS, and the CRPS logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Cp Tony Duggan Cpfa Crps Tm’s Current Industry Merrill Lynch Wealth Management
Cp
Tony Duggan Cpfa Crps Tm’s Prior Industry
Merrill Lynch Wealth Management
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Work Experience

Merrill Lynch Wealth Management
Wealth Management Advisor, First Vice President
Sun Aug 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Present