Todd is a senior vice president and managing director in Abbot Downing’s Palm Beach office. He was previously an advisor with Wells Fargo Family Wealth. Todd has past experience in wealth transfer and generational planning, tax, and investments. He has significant experience advising ultra-high-net-worth families, specifically in wealth transfer planning, insurance consulting, investments, and financial planning.
Todd began his career at Wachovia (a Wells Fargo predecessor firm) as an estate planning advisor from 1999 to 2003 and a trust and fiduciary advisor from 2003 to 2006. In 2006, he joined Calibre as a senior vice president and director of client management. In 2016, Todd became a managing director in the Palm Beach office.
Prior to joining Wachovia in 1999, Todd was affiliated with Prudential Preferred Financial Services as an advisor in the Palm Beach market. He started his career practicing real estate, trust, tax, and estate law in 1987.
Todd earned his juris doctor degree and bachelor’s degree from the University of Florida. He’s currently a member of the Florida Bar Association (currently not practicing).