Working closely with clients, Todd helps them manage and transition wealth. He delivers a full range of investment planning strategies tailored to clients’ unique needs. Whether investing for retirement, education expenses or some other goal, he helps clients make informed decisions about their investment strategy.
Prior to joining Raymond James and Associates in December 2020, Todd was a Senior Financial Advisor with a national firm. He has Series 7, 8, 9, 63 and 65 to offer services to clients who reside in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts Michigan, Mississippi, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia. Todd is licensed to offer life and health insurance as well as annuities.
Todd earned a degree in Corporate Finance and Investments from East Tennessee State University. In his free time, he enjoys Fly Fishing, cooking and spending time with family including his wife, Sally, and their three children, Jake, Reese and Liv.