Todd Starkey believes strongly in continuing his education to better serve his clients. He is among a highly select group of Financial Advisors who have attained both the Certified Financial PlannerTM and Chartered Retirement Planning CounselorSM designations. In addition, Todd is also a Certified Investment Management Analyst®. He has been in the financial services industry since 1996 and was previously with Merrill Lynch from 1999 until 2013, when he joined UBS.
With the Compass Wealth Management Group, Todd serves high net worth individuals, corporate executives and business owners who care about the goals they have for their future. Regardless of their chosen profession, he understands that clients who have attained a significant level of wealth require sophisticated financial strategies and solutions to protect their future. Dedicated to a proactive management approach, combined with a service focus that revolves around sharing his clients’ passions, Todd helps clients realize maximum benefits from their UBS relationship. As he works to help simplify clients’ financial lives, the pressures they experience in their daily lives may become more manageable.
Helping to manage and preserve wealth often involves multiple strategies and specialized skills. When appropriate, Todd and the team will brief and introduce clients to legal professionals and other advisors whose expertise may be needed. In addition, Todd supplements the strengths of the team in the following areas by leveraging the resources of UBS, a global wealth management leader:
– Retirement income solutions
– Intergenerational wealth transfer
– Trust, estate and philanthropic services
– Business and personal credit and banking
Todd and his wife, Candy, live in Viera, FL and have a beautiful blended family with five children, Jillian, Matthew, Katherine, Kaitlyn and Andrew, and 2 grandchildren, Ashton and Aria. He is a member of the United Way of Brevard and the Space Coast Economic Development Commission.
Registered States:
CO, DC, FL, GA, KS, KY, MA, MD, ME, MS, NC, NJ, NY, OH, TN, TX, VA