Todd joined Wealth Management Resources in 2022 as a Principal and Investment Advisor Representative. Prior to joining the firm, he spent over 20 years in the financial services business working at Merrill Lynch, Pershing LLC, State Street Bank and Charles Schwab where he developed a deep understanding of capital markets and the global financial system. The emphasis that the Firm places on the independent fiduciary advisor model is what brought him to Wealth Management Resources. Here he is able to serve clients in their best interests focusing solely on helping them accomplish their financial goals.
Todd is a graduate of Sacred Heart University; he earned his certificate in financial planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™. Outside of work, Todd enjoys spending quality time with his wife Alycia and daughters Emma and Rose. He is involved in the local youth sports leagues where he has coached his daughters for many years. He also likes to stay active and enjoys a round of golf with friends or a hike in the woods with his dogs.
