As Todd entered his 25th year in the financial services industry, he joined us here at Totus Wealth Management as an Executive Senior Partner. His work centers around company growth and development, which he contributes to through coaching our current team and adding professionals to our firm. He is committed to the ongoing development of our firm and to the education of our team of professionals and independent partners.
Todd’s extensive experience in the financial services industry stretches back to 1998 when he first started with Smith Barney in West Palm Beach, FL. From there, he went on to manage a number of offices, including Melbourne, Orlando, Titusville, Fort Lauderdale, and Coral Gables, as well as a stint in Upstate New York and North East Pennsylvania. Prior to joining us here at Totus, Todd garnered experience working at other firms such as Morgan Stanley, Morgan Keegan, Raymond James, and Ameriprise. Over the years, he has served in a variety of roles, including Financial Advisor, Assistant Branch Manager, Branch Manager, Complex Sales Manager, and Complex Manager.
A graduate from Florida Atlantic University with a BA in Political Science, Todd also holds the professional designation of Financial Planning Specialist and Accredited Asset Management Specialist (AAMS). What Todd values most about his work is the ability to form long-term, meaningful relationships with his fantastic clients, as well as the opportunity to bring new professionals into the growing Totus community.