Meet Ted
Ted Agrillo is principal & senior wealth advisor of Agrillo Financial Group, where he works closely with individuals, families, and retirees to help them build, manage, and safeguard their wealth. Known for his highly personalized approach, Ted is committed to developing long-term relationships and delivering financial guidance aligned with each client’s goals, priorities, and comfort with risk.
With more than 26 years of experience at Agrillo Financial Group, Ted has guided clients through multiple market cycles and evolving financial landscapes. He specializes in retirement planning, investment management, portfolio construction, and wealth preservation strategies, helping clients navigate uncertainty while maintaining a disciplined long-term perspective.
Ted combines a hands-on advisory style with modern financial planning tools and technology. Through Agrillo Financial Group’s affiliation with Carson, clients benefit from enhanced resources, advanced portfolio management capabilities, and a broader suite of planning solutions — while continuing to receive the personal attention and accessibility that define his practice.
Ted believes successful financial advising is built on trust, transparency, and education. He is dedicated to helping clients make informed decisions and feel confident about their financial future. Outside of his work, Ted enjoys spending time with his wife and three daughters, an influence that reinforces his belief in thoughtful, long-term financial planning.
