It is an honor to use the skills I have gained over 27 years to help clients meet their unique goals in financial planning and wealth management. I strive to provide attentive service based on my core values of integrity and trust. My approach is highly relational and built upon ongoing communication to help ensure our planning is structured, collaborative and flexible in response to clients’ changing needs.
I believe my team’s partnership with &Partners amplifies our ability to offer clients seamless and robust financial planning. We craft customized solutions to help build, preserve and transfer wealth. A key advantage with &Partners is the investment team. Their highly specialized research helps guide the well-informed investment solutions integrated into our planning process. We all uphold high standards of excellence and dedication to advice done well.
I am a lifelong learner and pursued my Certified Private Wealth Advisor® (CPWA) designation through the Yale School of Management Investments & Wealth Institute. This experience elevated my practice and my ability to guide my high-net worth clients through the complexities of their lives and address sensitive family needs. My skills span all aspects of wealth planning and preservation. I am also adept at utilizing tax planning strategies and wealth transfer tools to support my clients’ needs for legacy planning.
Earlier in my career, I served as a financial and wealth advisor at Wells Fargo Advisors, UBS and John Hancock.
About Todd:
B.S., Virginia Commonwealth University
Certified Private Wealth Advisor (CPWA®)
Todd and his family split their time between Richmond, Virginia and Marco Island, Florida.
