As Co-Founder of SSG Executive Advisory Group and a Managing Director with Raymond James, Todd is responsible for developing and implementing the Team’s overall vision, comprehensive service model, strategy structure and estate planning strategies. More, he focuses on the Team’s Philanthropy initiative to further help our clients successfully and uniquely donate to philanthropic causes.
With over twenty seven years of experience within major financial firms, Todd holds himself to the highest of standards while encouraging his Team members to practice meticulous work habits, apply innovative market strategies and offer distinguished client service.
He has achieved the advanced professional designations of Chartered Advisor in Philanthropy®, Certified Investment Management Analyst®, Certified Private Wealth Advisor® and Accredited Investment Fiduciary®. These designations have provided him with the knowledge to understand the financial complexities and risks that come with being in the highest tax bracket. Todd holds a bachelor’s degree from West Chester University of Pennsylvania.
Patriotism runs deep with Todd and he actively shares his desire to give back to our Veterans in meaningful ways. As a result of his work with clients, Todd identified an opportunity to match the philanthropic interests of the financially successful with the most deserving and often underappreciated military Veterans. In 2016, Todd founded The Patriot Fund, a non-profit organization with a mission of supporting military Veterans and their families.
Todd has been recognized by Forbes Best-in-State Wealth Advisors in 2021, 2020 and 2019. This prestigious recognition spotlights advisors based on how they impact their Clients lives.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with any of the organizations mentioned.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.