With an accomplished career that includes more than 30 years of experience and an assortment of expertise in financial planning, investment advisory, and market analytics, Todd aims to help clients transition into a smooth and enjoyable journey throughout their financial lives. He has guided individuals, families, and business owners in a vast range of situations, while amassing a broad spectrum of proficiencies in navigating their financial challenges. Although many of Todd’s clients share similar financial destinations, everyone’s path is unique. Todd has the knowledge base, passion for his profession, empathy, and exceptional understanding of the industry to custom tailor every financial plan to fit what makes sense for each client and their families.
As a key executive and leader of Provenance Wealth Advisors, Todd knows first-hand how business owners consistently struggle with the competing demands on their time. Todd’s clients find that they often don’t have the time to handle the financial aspects of both running a business and managing their family’s personal financial goals. With his thorough knowledge of the financial complexities involved with managing a business, Todd draws on his own personal experience to work alongside his business owner clients to effectively navigate their finances striving to help them thrive throughout their financial journeys and various stages of life. As the personal advisor and financial concierge for his clients, Todd and his team work to provide an integrated, white-glove approach to the income, estate, and investment needs of individuals and families.
In addition to his diverse industry experience, Todd is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and holds globally respected professional credentials including the Chartered Financial Analyst (CFA) designation. In addition, his advisory work has been recognized consistently over multiple years by major industry publications including Barron’s Top 1,200 Financial Advisors in 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023; the Financial Times Top 400 in 2015, 2016, 2017, 2019 and 2020; and Forbes Best-in-State Financial Advisors in 2018, 2019, 2020, 2021 and 2022.
Todd lives in Lighthouse Point, Florida, with his wife of 30 years, Lisa. They also have two adult children, Tyler and Sarah, both of whom live in South Florida. Todd enjoys traveling, cooking, wine, and is a saltwater aquarist. He loves to visit the National Parks across the country and has been to the vast majority of them with his family, as well as many international destinations across the globe. Todd also brings his passion for travel to his advisory work, often discussing and comparing travel destinations with clients.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Source: Barron’s “Top 1,200 Financial Advisors,” 2019 and 2020. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%).In 2019, roughly 960 applications were received and 400 were selected to the final list (41.7%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. In 2020, out of approximately 32,000 nominations, more than 4,000 advisors received the award. In 2019, out of 29,334 advisors nominated by their firms 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https:www.forbes.com/best-in-state-wealth-advisors for more info.
Florida Atlantic University – Bachelor of Science in Finance
CFA Institute - Chartered Financial Analyst (CFA), CFP®
Investment Advisor Representative of Provenance Wealth Advisors
Registered Representative of PWA Securities, LLC