Todd began his financial services career in 2000 at Fidelity Investments. Before joining Mercer Advisors in 2019, he honed his client relationship and strategic investment solution skills as a financial advisor and investment consultant with A.G. Edwards, and later as a branch manager at TD Ameritrade.
Todd applies a solutions-based, value-enhancement approach to his work with both institutional and individual high- net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience.
Todd received his undergraduate degree from Texas A&M University and holds the FINRA Series 66 license and the Accredited Asset Management Specialist™ designation from the College for Financial Planning.
A native of the Dallas-Fort Worth area, he enjoys spending time with his family, exercising, playing golf, and attending bible study.
Austin
901 S. MoPac Expy Barton Oaks Plaza 2, Suite 270 Austin, Texas 78746