Todd has provided professional investment advisory and asset management services to his clients, their families, and many businesses since July 5, 1992. He finds joy in client satisfaction, and strives to be accessible to clients and their referrals. He serves clients throughout several states including WV, OH, KY, VA, and FL.
Todd is an independent Registered Investment Advisor Representative and Branch Manager of Raymond James Financial Services, Todd Dudley & Associates in Barboursville, WV. Along with his practical experience, he is a graduate of Marshall University and possesses multiple industry licenses such as Series 7, 9, 10, 63, 65, and Life Insurance. Todd is a member of WV Society of CPAs and the National Association of Christian Financial Consultants.
Todd provides advisory services for stocks, bonds, mutual funds, managed money accounts, and annuities. In addition, he specializes in providing retirement plans for corporations and helping retirees generate income from their retirement accounts.
Over the years, Todd has balanced work with family life, church commitments, and community involvement. He and his wife Lisa are blessed with three children, their spouses, and five growing grandchildren. In his spare time, Todd enjoys mission work, woodworking, horseback riding, and being actively involved in the lives of his family and friends.
With a business philosophy focused on asset retention, he looks forward to remaining a trusted advisor in the Tri-State region for many years to come.
“It’s not what you make, but what you keep that counts.”
Raymond James is not affiliated with the above independent organizations.