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Troy Blodgett, CFP, Merrill Lynch

IB’s Professional of the Week is the premier way to meet Dane County’s professionals. This week features Troy Blodgett, CFP, wealth management advisor, vice president, Merrill Lynch.

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1. What are the most challenging and rewarding aspects of your job and why?

As a wealth management advisor, there are many rewarding and challenging aspects in helping my clients. Each client has unique needs, whether it is becoming financially independent, continuing to generate necessary retirement income, purchasing a home, helping their children fund their college education, buying a family lake house, managing their corporate retirement plans for their business, or ensuring their child or family member with disabilities will be taken care of when they are no longer able to do so. It is fulfilling to help people navigate their financial lives to make these goals happen.

2. Who do you look up to or admire in business and why?

My father, Kevin Blodgett, is someone who I have always admired and looked up to in business. He is the reason I was interested in business from an early age and why I chose to go to the University of Wisconsin–Madison Business School, as well as having an entrepreneurial spirit in building my own practice within Merrill Lynch. He has been a marketing and sales executive at several companies across the country — including Famous Footwear/Brown Shoe when headquartered in Madison — in addition to starting his own business. He constantly challenges me and urges me problem solve and think about different perspectives and “who is the target market, what are the benefits.” Most importantly I admire him for how he helps members of his teams be successful and how they all love working with and for him.

3. What has been the high point of your career so far?

Obviously there are many more things I can do to help people. From a team perspective, a definite high point has been serving on the Merrill Lynch Grand Gala committee. Over the last 10 years we have supported deserving Madison area charities and after just wrapping up our 10th Anniversary Gala in May, we have helped raise close to $4 million for those non-profit organizations. I feel fortunate that we have been able to give back to our community in a significant way. Individually, a high point in my 15-year financial advisory career has been becoming a certified financial planner and retirement benefits consultant while building a financial advisory practice where I get to work with a lot of great people and continue to learn along the way. The world, markets, economic environment, and taxes are all continually changing and to go through that training, in addition to a lot of other continuing education, has been key in helping my clients into the future.

4. Thinking back on your career, what advice would you give your 21-year-old self?

Value your time before you are a father of three very active boys — oh wait, you said career. I think my advice would be to research, do as much due diligence as possible, and to utilize all resources at your disposal in making decisions. Looking back I have been fortunate if not outright lucky in life decisions: choosing a school and finding a great career, among other aspects. My younger self might have been able to do even more in the planning stages, even while hopefully ending up in the same place and not forgetting that at some point you have to act and execute on your plan.

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