James Todd

  • James Todd<span class=Client Advisor' />

    James ToddClient Advisor

    James Todd, CFP®, CTFA Client Advisor Boulder 800.525.0961: jtodd@merceradvisors.com

      Jim began his wealth management career in 1997 as founder and managing partner at Hegwood & Todd, a small investment and financial planning firm. His areas of expertise include high-net-worth financial planning, trust administration, estate planning, and life insurance strategies. Prior to joining Mercer Advisors, Jim worked as a wealth manager at USAA Financial Services and most recently as a wealth strategist at Kanaly Trust Company. He graduated from the University of Kentucky with a Bachelor of Science degree in Electrical Engineering. Jim is a member of the Financial Planning Association (FPA).

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