After working directly with a Broker Dealer and then an Insurance General Agency, Todd saw the value of working with an independent wealth management firm like Blakeney Financial Group. A Financial Advisor since 2006, and with BFG since 2013, Todd works with individuals, families and businesses to implement financial plans which cater to their needs. His areas of specialty include wealth accumulation and retirement planning and projection. Todd also has years of experience in 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, the Race Committee for Run Jen Run, and 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’s South End and spends considerable time in the various states where he has clients.
Education
BBA, University of Georgia, International Business
Universidad de Salamanca, Salamanca, Spain
Accreditations
Series 7 Registered Representative of the New York Stock Exchange
Series 66 Corporate Registered Investment Adviser
Life & Health Insurance Certified
Long Term Care Insurance License”