Todd Feldman,CFP®

Todd M. Feldman,CFP®Vice President
Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6861
email: [email protected]

Todd serves clients in Rockville, Bethesda, and Potomac.

“I love communicating with clients and believe strongly in the benefits of professionally planned financial services. The positive difference a financial plan makes in the life of an individual or family is profound. My career has been built on the foundation of this belief, coupled with a commitment to excellence in developing, delivering and managing these services.”

Areas of Focus

  • Total Wealth Management
  • Generating Retirement Income
  • Investment and Asset Management
  • Coordinating Comprehensive Estate and Insurance Planning

Background, Education & Credentials

  • Registered Investment Professional since 1996
  • Certified Financial Planner™ Professional
  • Series 7 General Securities Registration*
  • Series 63 State Law Registration*
  • Series 65 Uniform Investment Advisor Registration*
  • Maryland Life & Health Insurance Licenses
  • Bachelor of Science in Finance From The Pennsylvania State University

*Registrations through LPL Financial

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.

Get Started Today

Schedule a free, no-obligation consultation with us to review your financial needs. Complete the form below or call us at 800-770-5417.