Todd Smith
Financial Advisor
CFP®
Todd Smith is a Financial Advisor and has been in the financial services industry for over 30 years. Todd wants to guide each client so they can reach their financial goals and achieve their personal dreams. Prior to joining our team, he worked at Fidelity Investments for over 15 years and at E*TRADE for 6 years. Todd got his BA in Economics at the University of Georgia and became a CERTIFIED FINANCIAL PLANNER® professional in 1989. Todd is married and his wife, Cheri, stages homes in the real estate industry. He has 4 children and one grandchild.
Latest Insights
Why Equal Isn't Always Fair: Rethinking Inheritance in Complex Families
Most parents assume splitting everything equally is the fairest choice. The families who plan most thoughtfully often discover it isn't that simple.
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The Best Financial Decision You Ever Made Likely Had Nothing to Do with Money
The choices that shaped your wealth the most weren't always the ones that looked financial at the time.
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The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy
Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …
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