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James Todd

Sr. Wealth Advisor

James Todd

CFP®, CTFA

jtodd@merceradvisors.com

800.525.0961

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).

Albuquerque

6565 Americas Parkway NE
Suite #200
Albuquerque, New Mexico 87110

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Boulder

2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302

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Denver

1200 17th Street
Suite 500
Denver, Colorado 80202

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