Todd joined Wealth Management Resources in 2022 as a Principal and Investment Advisor Representative. Prior to joining the firm, he spent over 20 years in the financial services business working at Merrill Lynch, Pershing LLC, State Street Bank and Charles Schwab where he developed a deep understanding of capital markets and the global financial system. The emphasis that the Firm places on the independent fiduciary advisor model is what brought him to Wealth Management Resources. Here he is able to serve clients in their best interests focusing solely on helping them accomplish their financial goals. Todd is a graduate of Sacred Heart University; he earned his certificate in financial pla