CFP®, ChFC®, CRPC®
Regional Sales Manager
Todd brings over 20 years of Financial Services experience to our team. In his Regional Sales Manager role, he is responsible for helping to execute the company’s organic strategic growth plan. His Manager role includes selecting, training and developing the Sales Team, as well as deepening relationships with different Strategic Partners. Prior to joining Mercer Advisors, Todd held a variety of leadership positions in the industry for such firms as Ameriprise Financial, TD Ameritrade, and PNC Investments. He received a Master’s of Science Degree from New York University and a Bachelor’s of Science Degree in Finance / economics from Drexel University. Todd is a native of Philadelphia, where he currently resides with his wife and they have twin sons. In addition to his designations, he holds the FINRA Series 65 license.