Todd Walz
Centre College
Tell me more about Todd Walz?
Todd Walz is a highly experienced financial advisor with over twenty years of experience. He holds three professional certifications and is currently the First Vice President of Investments with Raymond James. With a background in investments and financial planning, Todd specializes in working with individuals transitioning into retirement, small business owners, and those transitioning through divorce. He is a certified financial planner board of standards Inc. and has a Bachelors of Science in Economics. Todd is based in the United States and is a member of the New York Stock Exchange/SIPC.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Todd P. Walz is a First Vice President of Investments with Raymond James. He has more than twenty years experience as a financial advisor and holds three professional certifications. His most recent certification is Certified Divorce Financial Analyst™ which was awarded by the Institute for Divorce Financial Analysts. His second certification is Accredited Asset Management Specialist™ which was awarded in 2007 by the College for Financial Planning. In 2001 he obtained his CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards Inc. Todd is a graduate of Centre College with a Bachelors of Science in Economics. He specializes in working with individuals transitioning into retirement, small business owners, and those who have gone through or are going through divorce. {Certified Financial Planner Board of Standards Inc. Owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.} (Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.) Raymond James & Associates Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Specialties: Financial Planning, Divorce Financial Analysis, Investment Management Consulting
...See MoreWork Experience
Financial Advisor
Financial Services
Todd Walz's Professional Milestones
- Financial Advisor (2006-01-01~): Provided comprehensive financial guidance to individuals, helping them achieve their financial goals.
Education
Economics,
Bachelors,
Bachelor Of Science
694224000-820454400Skill
Investments
Financial Planning
Asset Management
Retirement
Investment Management
Portfolio Management
Certification
Colleagues
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
David Dimond
Owner
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Fatih Karabulut
Owner
Other Named Todd Walz
Frequently asked questions
We found 2 Todd Walz's email addresses
We found 2 Todd Walz's phone numbers
Todd Walz's social media include: Linkedin,
Todd Walz works for Raymond James
Todd Walz's role in Raymond James is Financial Advisor
Todd Walz works in the industry of Financial Services
Todd Walz's colleagues are Chris Frampton, CFP®,Everett Price,David Dimond
Todd Walz's latest job experience is Financial Advisor at Raymond James
Todd Walz's latest education in Centre College