Seacoast Investment Services
CFP®1, J.D., Chief Wealth Officer
Executive Vice President
Todd is the Executive Vice President and Chief Wealth Officer at Seacoast Bank. He is responsible for overseeing all lines of business within the Wealth Management and Trust Division. For over 20 years, Todd has led many teams in serving the complex needs of high-net-worth families. Since joining Seacoast in 2016, Todd has been instrumental in the development and execution of a best-in-class client experience. 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. 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 are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit