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Todd Hogue

Todd Hogue

Senior Wealth Advisor, RJFS

Specializes in:

financial education
financial planning
millennial money
portfolio management

Get in touch with Todd.

Mooresville, NC
114 Commerce Center Loop, Ste E.
Mooresville, NC 28117
(704) 333-6441

About Todd

Todd Hogue believes great financial advice starts with understanding, not just of markets, but of people. With more than a decade of experience helping families, business owners, and retirees navigate important financial decisions, Todd blends analytical thinking with a genuine commitment to his clients’ goals and values.

At Signature Wealth, Todd works with a select group of clients to design practical, tax-aware investment strategies that align with their long-term objectives. His work spans portfolio management, retirement income planning, and multi-generational wealth strategies, with an emphasis on clarity and steady progress toward each client’s definition of success.

Todd started his career in Mathematics and earned his Bachelor of Science degree in Math from Middle Tennessee State University. He began teaching Math in Nashville, TN, as both a high school and middle school teacher. He returned to North Carolina in 2013, where he joined Signature Wealth and has built a career defined by curiosity and systems thinking. His approach combines technical expertise, careful analysis, and behavioral insight with the belief that personal finance is ultimately about freedom, not formulas.

Outside of work, in Sherrills Ford, North Carolina, Todd shares his adventures with his wife, Jessica, and their son, Maxwell. He enjoys throwing pottery, a craft he’s pursued off and on for more than 25 years. He’s currently building a home studio and teaching his son how to use the wheel. A lifelong learner who enjoys hands-on projects, Todd is just as comfortable in a spreadsheet as he is in the workshop or garden.

Core Focus Areas
• Comprehensive portfolio design and management
• Tax-aware wealth and retirement planning
• Nonprofit investment policy and fiduciary oversight
• Multi-account asset alignment and model optimization
• Behavioral finance and client education

Did you know? Todd was a middle and high school math teacher.

Series 7
Series 66
Life and Health Insurance
Securities Industry Essentials

About the Office

mooresville, nc
Mooresville, NC
(704) 333-6441
114 Commerce Center Loop, Ste E.
Mooresville, NC 28117
Signature Wealth Strategies in Mooresville, NC is a wealth management practice serving families like yours with financial planning and investment solutions.

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