Todd has been helping people invest and plan for the future since 1995 when he went to work for Morgan Stanley as a financial advisor. Todd also worked for Merrill Lynch before joining Raymond James in 2014. Todd’s focus is investment implementation and portfolio reviews, alternative investment strategies, and 401(k) and other retirement planning services.
As a financial advisor who’s always looking to better serve the needs of clients, Todd completed The Chartered Retirement Planning Counselor℠ program of the College for Financial Planning™. To achieve the CRPC® designation, considered the nation’s premier retirement planning credential, Todd demonstrated in-depth knowledge of the needs individuals face both before and after retirement – knowledge he uses today in helping clients plan for the future.
Originally from Koppel, Todd is a native of Pennsylvania and earned a bachelor’s degree in finance from Robert Morris University in Pittsburgh. Today, Todd and his wife, Melissa, live in Patterson Township and have two children. The family attends Saints Peter and Paul Catholic Church and for fun and recreation, Todd enjoys coaching sports and playing golf.