Thaddeus J. Baptiste

Thaddeus J. Baptiste is a seasoned financial professional currently serving as a Merrill Financial Solutions Advisor at Bank of America Merrill Lynch since March 2023, specializing in comprehensive financial planning. As a CFA Level 1 Candidate with Kaplan Schweser since November 2022, Baptiste is well-versed in key financial principles including ethical and professional standards, quantitative methods, and portfolio management. Previous roles include Relationship Management & Sales at Vanguard, where contact was maintained with High Net Worth clients, and as an Education Coordinator at BNI Global, facilitating business growth through referral marketing programs. Additionally, Baptiste’s experience as a Financial Sales Representative at New York Life Insurance Company involved assisting clients with various financial services, while an early role as a Student Researcher at New York-Presbyterian Hospital focused on polysomnography studies. Baptiste holds a Bachelor of Science in Biology from St. Francis College, earned in 2014.