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
6 Financial Confessions Successful Investors Admit—Behind Closed Doors
Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.
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4 Hidden Forces That Shape Every Financial Decision
When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.
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When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions
No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
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