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


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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8 Wealth Preservation Strategies for High-Net-Worth Investors

In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …

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