Todd is Certified Financial Planner™ practitioner with over 35 years in financial services. While focusing his business on his clients’ individual financial objectives, Todd believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with personal attention and a commitment to his clients’ best interests, that sets Todd apart.
Todd specializes in working with individual investors, small business owners, foundations, & personal trust services. He is proficient in portfolio analysis, investment management, financial planning & estate planning. Todd is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he can gain a comprehensive understanding of your needs and goals. Todd works hard to enhance and preserve your investments, while assisting you with reaching your goals through long term financial solutions.
Todd strives to build a relationship with his clients based on knowledge, understanding, and trust. He will design custom portfolios based on your needs and goals. He always keeps his clients’ best interest in mind with any recommendation. He then takes the time to explain his recommendations in easy to understand terms.
Before founding Dickerson Jackson & Associates in 2004 with his partner, Jeff Dickerson, Todd most recently served as a Vice President-Investments with UBS Financial Services, where he also held the position of Investment-Limited Partner for predecessor J.C. Bradford & Co. He has also worked as an Investment Officer with Wheat First Butcher Singer, a predecessor firm of Wells Fargo Advisors, and a Vice President/Regional Manager with Olde & Co. In addition, Todd served for two years as the Business Analyst on the 1140 AM WRVA morning news program.
Todd attended the University of Cincinnati and graduated from The Financial Planning Institute. Todd and his wife Kathy have been married for 37 years, are originally from Cincinnati, Ohio, have three children, Kristan, Dan, & Kendall, and one grandchild Jack.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.