Edward Jones
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Tim Do
Financial advisor at Merrill
Tim Do is a fiduciary financial advisor in Rockwall, Texas, with 3 years in the industry. Tim joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 69 advisors with offices in Rockwall, and one of 62 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1000 W Rusk St, Rockwall, TX 75087
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowMerrillCurrent firm
Contact Tim
(800) 637-7455Firm headquarters in New York, NY. Ask for Tim. 1000 W Rusk StRockwall, TX 75087Office · Get directions
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Questions to ask Tim
Tailored to Tim’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tim
How do I contact Tim?
Call Merrill at (800) 637-7455 and ask for Tim Do. Tim works from the Rockwall, TX office.
How long has Tim been a financial advisor?
Tim has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Tim hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tim paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Tim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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