James Todd

Sr. Wealth Advisor

James Todd




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).


100 Sun Avenue N.E.
Suite 650 (office number 652)
Albuquerque, New Mexico 87109

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2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302

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1200 17th Street
Suite 500
Denver, Colorado 80202

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