EXECUTIVE DIRECTOR OF WEALTH MANAGEMENT, CFP®(1)
Todd is the Executive Vice President and Director of Wealth Management at Seacoast Bank. He is responsible for overseeing all lines of business within the Wealth Management and Trust Division. Prior to joining Seacoast Bank, he served as Senior Managing Director of Private Wealth at SunTrust Bank and was a Regional Director for BB&T’s Wealth Division. He has also held positions as a Financial Advisor and a Private Wealth Advisor. Todd has received numerous achievement awards from multiple financial institutions and was recently recognized by the Jacksonville Business Journal as the “Top 40 Under 40” leaders. Todd is passionate about giving back to the community and is a member of multiple boards and charitable organizations. He is a graduate of the University of Central Florida College of Business and completed Banking School at Wake Forest University. He also earned his Juris Doctorate from Barry Law School.
(1) Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit