Our Team

Todd spent 28 years at Fidelity Investments prior to his current role. As a Vice President, Wealth Management Advisor in Fidelity’s Private Wealth Management Group, he oversaw client relationships totaling more than $2.9 billion. 

Todd earned a B. S. in business administration from Saint Michael’s College. He is a CERTIFIED FINANCIAL PLANNER™ professional and lives with his wife and two children in Melrose, MA.

^{* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.}