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
What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy
Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …
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The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?
Your investments might look and feel like they’re diversified. But what happens when you look under the hood?
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How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors
Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.
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