Sandy Spring Wealth Management
LPL Financial Advisor
Phone: 800-399-5919 ext. 6861
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, 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.