Meet Todd
Todd is a Sr. Vice President based in Dallas, Texas. Before joining Mercer Advisors in 2019, he honed his client relationship and strategic investment solution skills as a branch manager at TD Ameritrade and as a financial advisor and investment consultant with A.G. Edwards. Todd began his financial services career in 2000 at Fidelity Investments. Todd earned a B.S. degree from Texas A&M University and holds the Accredited Asset Management Specialist™ designation from the College for Financial Planning.
His working style
Todd’s working style is grounded in collaboration and a commitment to building long‑term, trusted relationships. He partners closely with clients, focusing on open dialogue and shared understanding to help guide decisions over time. By taking a relationship‑first approach, Todd aims to create lasting partnerships that support clients through every stage of their financial journey.
Todd in real life
What keeps you busy outside of work?
Faith, family, and golf.
Favorite thing about where you live?
I’m a native of the Dallas-Forth Worth area and appreciate all the opportunities available to pursue my faith and love of golf.
Meet Todd’s Teammates
What Todd Says
Justin is a great partner in engaging clients and keeping them on track towards reaching their financial goals.
Laura Combs
Executive Managing Partner, Head of Women and Wealth
What Todd Says
Laura is a motivating leader who heads our Women and Wealth initiatives.
Marc A. Normann
Sr. Vice President
What Todd Says
I enjoy every opportunity to work with Marc who has extensive experience with building our Schwab partners.
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