Specializing in risk management, customized investment management and comprehensive financial planning for both families and businesses, Todd brings to the table intimate customer service while helping clients reach for their financial and personal goals.
“By being reliable and knowledgeable, we hope to assist our clients in achieving their dreams,” Todd said of his team, Schwartz Mabry Private Wealth Advisory.
Todd began his career with Dean Witter, working in both New York and Chicago after graduating from the University of Colorado with a bachelor’s degree in accounting* in 1993. Two years later, he returned to his home state to join Merrill Lynch as a financial advisor serving clients nationally from Denver. Todd remained with the firm for 10 years before transitioning to Citi Smith Barney in Cherry Creek, Colorado. He then took on a role as branch managing partner with Wells Fargo Advisors Financial Network in 2009.
In the meantime, Todd studied executive education at the University of Pennsylvania’s Wharton School of business as well as the Stanford Graduate School of Business, where he focused on credit derivatives and risk management. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2002.
In 2017, “the culture, resources and mentality to serve the best interests of clients attracted us to Raymond James,” Todd said.
Todd currently resides in Greenwood Village, Colorado, and spends his time away from the office hiking, camping, cooking, skiing, cycling, playing volleyball, writing, and studying the history of the financial services industry.
Todd serves as a youth and adult education volunteer at Flatirons Community Church and is the former treasurer and vice president of Young Voices of Colorado. He also volunteered with the National Association of Board-Certified Advisory Practices (NABCAP) for four years, from 2008 to 2012.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.
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.