Experience
Makes all the difference
Todd's experience in the financial services industry spans almost three decades, beginning at Paine Webber, which later became UBS.
His business model is built around getting to know you personally. Todd wants to know about your life, your family, your interests, what you dream about and what keeps you up at night. By learning about the lifestyle you desire, his investment plan becomes a reflection of who you are.
Todd lives in Southport, CT, with his wife, Stephanie, and their three boys. In his free time he enjoys kite boarding, snowboarding and mountain biking. He also cannot pass up a visit to the flea market. Todd's passion is helping people simplify their lives, and he is also a licensed health counselor with the American Association of Drugless Practitioners.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
- Present |
Education
- Ithaca College
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WI