With the knowledge that comes with more than 21 years of experience in the financial services industry, Todd helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.
From financial planning to comprehensive portfolio management, Todd’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.
At Raymond James, Todd has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, He answers promptly, completely and truthfully. He also provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
A financial advisor who is also a Certified Exit Planning Advisor (CEPA) brings a unique skill set to business owners preparing for transition. Beyond traditional wealth management, a CEPA understands the complexities of exit planning, including maximizing business value, aligning personal and financial goals, and creating strategies for a successful transfer of ownership. This dual expertise ensures that business owners not only secure their financial future but also leave their companies in a way that reflects their vision and legacy.
Todd joined Raymond James in 2021 after 17 years with BB&T Wealth. He is a graduate of Xavier University and received a degree in a Bachelors of Science and a Masters in Business Administration from Hodges University. Todd lives in Fort Myers Florida and has 2 teenage children. Todd actively trains and preps for hiking 14-thousand-foot mountains out west in the summer. To date he has hiked over eleven 14ers and is always looking forward to the next summer trip challenge!
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.