BioTodd has 19 years of financial services experience and helping clients. Prior to his joining Atlantic Union Financial Consultants, he spent time with Fidelity Investments as an Investment Education Consultant and at SunTrust Bank, where he served as a Retirement Specialist.
At Atlantic Union Financial Consultants, Todd is building comprehensive financial plans for clients while seeking to break down complex subject matters into simple communications.
Raised in North Chesterfield, and now living in Richmond, Todd has a B.A. in Managerial Economics from Hampden-Sydney College and holds a CERTIFIED FINANCIAL PLANNER™ Professional designation.
When he’s not helping clients reach their goals, Todd – a lifelong car-enthusiast – enjoys spending time with his family and gardening.
"I aim to educate my clients on financial solutions and then let them decide what is best for themselves. There are so many variables in financial planning, it’s my goal to explain them in easy to understand terms."
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
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