Wealth Advisor, RJFS
How do you empower your clients to live their Signature Life?
I met Tripp Thompson, co-founder of what is now Signature Wealth Strategies Charlotte, by happenstance and we struck up a conversation which lead to an opportunity to join the team as an assistant. It was here that I discovered my passion for financial advising, as it combined my affinity and talent for numbers with my desire to teach and help others.
From there, I worked hard to learn all of the ins and outs of the financial industry. After earning my Series 7 and Series 66 Licenses and my Licensure as a North Carolina Life and Health Agent, I had grown into a valuable member of Signature Wealth. I take pride in continually looking for ways to expand my knowledge and experiences to ensure I have the most up-to-date ways to advise my clients.
What does your life look like outside of the office?
I live in Sherrills Ford, NC with my family and enjoy wheel-throwing pottery and being active in the Methodist church and local community.
What can you tell us about your professional journey?
Though I was raised in Charlotte, NC, I started my professional career as a middle and high school mathematics teacher in Nashville, Tennessee where I lived with my wife, Jessica, after we married in 2007. Once we learned we were expecting our son, Maxwell, in 2013 we decided to move back to the North Carolina area to be closer to family.
Todd once auditioned to be on “Who Wants To Be A Millionaire,” and despite his otherwise considerable trivia knowledge, he didn’t make it past the first round.
Todd is a participant of the SmartVestor Pro program, educating and empowering his clients with Dave Ramsey's methods.
SmartVestor™ is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.