As a Financial Advisor since 2006, and after working directly with Broker Dealers and Insurance Agencies, Todd saw the value of working with an independent wealth management firm like Blakeney Financial Group. Todd works with individuals, families and businesses to implement financial plans that cater to their needs. His areas of specialty include wealth accumulation, retirement planning, college savings, insurance planning, and general financial and investment education. He is fluent in Spanish and works often with the Spanish-speaking community.
Todd writes and publishes his own financial newsletter, The Rose Report, has been featured in Charlotte Parent Magazine, and was a regular contributor on 1220AM WDYT’s Think Mornings.
Active in the community on several levels, Todd has served as Director of the Charlotte Leadership Team, Chairman of the SEC Alumni Bash Benefiting Ronald McDonald House, and serves on the Executive Council of the Charlotte Chapter of the University of Georgia Alumni Association. In addition, Todd is an International Visitor Liaison for the U.S. Department of State, and has served as a Business Ambassador to the province of New Brunswick, Canada.
Todd resides in Charlotte and spends considerable time in the various states where he has clients.
BBA, University of Georgia, International Business
Universidad de Salamanca, Salamanca, Spain
Series 7 Registered Representative of the New York Stock Exchange
Series 66 Corporate Registered Investment Adviser
Life & Health Insurance Certified
Long Term Care Insurance Licensed