Todd joined Adviser Investments in 2022. Prior to coming to Adviser Investments, Todd spent 28 years at Fidelity Investments. As a Vice President, Wealth Management Advisor in Fidelity’s Private Wealth Management Group, he oversaw client relationships totaling more than $2.9 billion. Todd earned a B. S. in business administration from Saint Michael’s College, Winooski, Vt. He is a CERTIFIED FINANCIAL PLANNER™ professional and lives with his wife and two children in Melrose, MA.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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