Buffalo-Niagara Falls Area
A seasoned Financial Advisor with more than 32 years of experience, Todd has dedicated his entire career to providing highly customized advice and strategies to individuals and families living in western New York and northeastern Pennsylvania. He guides them through a personalized approach that includes a thorough planning process and a commitment to outstanding service. Todd’s extensive background enables him to develop customized strategies. He takes into account where you are now and where you see yourself and your family in five, 10 or 20 years. He looks at your wealth today and utilizes various tools to help forecast your expected income and spending. And to deliver appropriate strategies to strengthen the financial independence you've worked your whole life to achieve, he utilizes the global resources and intellectual capital of Morgan Stanley. Todd is dedicated to helping his clients achieve their personal and professional financial goals, which often include: • Saving effectively so children can attend the colleges of their choice • Planning for a successful retirement • Managing a life-changing event with confidence • Financing a major acquisition • Utilizing tax minimization strategies • Achieving long-term charitable and philanthropic goals Throughout his career, Todd has remained committed to professional development. He earned the distinguished CERTIFIED FINANCIAL PLANNER™ designation in 2007, was named a Financial Planning Specialist at Morgan Stanley 2004 and achieved the firm’s Investment Management Consultant certification in 1999. These designations demonstrate Todd’s dedication to remaining on the forefront of the most effective financial strategies and deliver a powerful client experience. Areas of Focus: Wealth Management, Financial Planning, Retirement Planning, Estate Planning Strategies, Asset Management, Trust Services, Lending Solutions, Life Insurance, Long Term Care Insurance and Divorce Financial Analysis.
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