Todd West

Todd West is a Financial Advisor Managing Director with over 35 years of experience in the financial services industry. He works closely with high-net-worth families and business owners, guiding them through the development and implementation of investment strategies tailored to their specific goals. Todd believes strongly in the importance of proper asset allocation and disciplined portfolio construction as the foundation for long-term financial success.

Based in Virginia Beach for more than three decades, Todd is originally from Richmond, VA. He is a proud University of Virginia alumnus and remains actively involved in his fraternity, Sigma Chi. He also served as past president of PortsEvents, reflecting his long-standing commitment to civic and community engagement.

Beyond his professional life, Todd is an avid traveler and passionate music enthusiast. He is the proud father of two grown children and is excited to soon welcome his first grandchild.