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.
As a Certified Investment Management Analyst, Todd understands the financial complexities and risks that come with being in the highest tax bracket. Additionally Todd provides the team with the opportunity to manage client accounts on a discretionary basis.
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 holds Series 7, 63 and 65 licenses.
Before joining Raymond James in 2017, Todd was managing director, family wealth director and financial advisor at Morgan Stanley. Earlier in his career, he served as senior vice president at UBS and also at Merrill Lynch, where he co-founded the Sherman Sobin Group in 2001.
Todd holds the professional designation of Certified Investment Management Analyst®, which he earned by successfully completing a comprehensive course of study offered by the Investment Management Consultants Association at The Wharton School of the University of Pennsylvania. He also earned a degree from West Chester University of Pennsylvania. Todd proudly supports the Special Operations Warrior Foundation, Congressional Medal of Honor Foundation, and the Navy Seal Foundation.
Todd was recognized on the Forbes Best-in-State Wealth Advisors1 list in 2019 and the Barron’s list of the Top 1,200 Financial Advisors in 2014 and 20152
1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of 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.
2Source: Barron's “Top 1,200 Financial Advisors,” DATE, 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks "CIMA®" and "Certified Investment Management Analyst®." Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.