Todd has been a financial professional since joining Equitable Advisors (previously AXA Advisors) in 2010. His practice is focused primarily on comprehensive planning and providing financial solutions for families, physicians and small business owners. He recently completed Columbia University’s Holistic Financial Coaching Program, improving his professional skills to better serve his clients.
Todd graduated Magna Cum Laude from Saint Louis University, where he received undergraduate degrees in English & Communication and his MBA. He has served as President of the University’s Chaifetz School of Business Alumni Association and currently sits on the business school’s executive advisory board. He is a proud alumnus of the Pi Kappa Alpha Fraternity.
His philanthropic support includes the Mathews-Dickey Boys & Girls Club, Saint Patrick Center, The Mighty Oakes Heart Foundation, Cor Jesu Academy and Saint Louis University.
Todd, his wife, Ann, and their two daughters live in Kirkwood, MO, where they spend their free time cheering for the St. Louis Cardinals and St. Louis City SC.
The named individual offers securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor and offers annuity and insurance products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Trailhead Capital Management Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.
For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.