Company: UBS Financial Services Inc.
Position: Sr. Vice President - Wealth Management, Portfolio Manager
Todd's experience in the financial services industry spans almost three decades, beginning at Paine Webber, which later became UBS. His business model is built around getting to know you personally. Todd wants to know about your life, your family, your interests, what you dream about and what keeps you up at night. By learning about the lifestyle you desire, his investment plan becomes a reflection of who you are. Todd lives in Southport, CT, with his wife, Stephanie, and their three boys. In his free time he enjoys kiteboarding, snowboarding and mountain biking. He also cannot pass up a visit to the flea market. Todd's passion is helping people simplify their lives, and he is also a licensed health counselor with the American Association of Drugless Practitioners.
Advisor, Financial Planner, Broker Investments, Retirement, Planning, Inheritance, Trusts, Estates, Business Owner, Long-Term Planning, Stocks, Bonds, Income, IRA, 401k, Money
Business Catergory: Stock Brokers/Investment Industry
Good Lead: When you go to the doctor for a routine exam and he/she says you need a major operation the first thing that should come to mind is to get a second opinion. I give second opinions on investment statements.