Wealth Management Advisor | Certified Financial Planner | Certified Case Manager@ Northwestern Mutual
Greenville, South Carolina, United States
Todd Whitley, CFP®
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The Ohio State University
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Tell me more about Todd Whitley, CFP®?
FlashIntel GPTTodd Whitley, CFP(r), is a highly experienced professional with over 30 years of work experience. He possesses a wide range of skills including strategic planning, leadership, team building, management, and customer service. Based in the United States, Todd is a part of an amazing team focused on helping individuals and families create financial security. He specializes in identifying and defining goals, identifying the best solutions, and implementing personalized plans. With a background in finance and account executive roles at Northwestern Mutual and IBM, Todd brings a wealth of expertise to any organization.
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Emails and Phone Numbers
About
I’m part of an amazing team focused on helping people create financial security for themselves and their families. We do this through a process of discovery to help our clients visualize and prioritize their goals, then develop an individualized plan for achievement. The first step is often the hardest, but putting plans into action is incredibly empowering and liberating from the anxiety created by putting off what you know must be done. Let’s get started!
Work Experience
Wealth Management Advisor | Certified Financial Planner | Certified Case Manager
Financial Services
Todd Whitley, CFP®'s Professional Milestones
- Wealth Management Advisor | Certified Financial Planner | Certified Case Manager (2009-10-01~): Achieved exceptional financial management outcomes, informing clients on strategic risk management solutions.
- Account Executive (1998-01-01~2001-01-01): Achieved record-breaking sales targets, driving revenue growth for the company.
Education
Education,
Executive Education
2009-2009Skill
Strategic Planning
Leadership
Team Building
Management
Customer Service
Sales
Marketing
Project Management
Business Development
Contract Negotiation
Certification
Colleagues
Nicholas Tedford
Owner
Heather Viniar
financial advisor owner of ignite your sunshine
Haley McElroy
Owner
Armoni Harris
financial advisor | field director | college unit captain | business owner | advocate | leading others and their families to a stable financial future
Sherry lane
Owner, Northwestern Mutual Financial Network and Marketing and Advertising Specialist
Other Named Todd Whitley, CFP®
Frequently asked questions
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Todd Whitley, CFP®'s social media include: Linkedin,
Todd Whitley, CFP® works for Northwestern Mutual
Todd Whitley, CFP®'s role in Northwestern Mutual is Wealth Management Advisor | Certified Financial Planner | Certified Case Manager
Todd Whitley, CFP® works in the industry of Financial Services
Todd Whitley, CFP®'s colleagues are Nicholas Tedford,Heather Viniar,Haley McElroy
Todd Whitley, CFP®'s latest job experience is Wealth Management Advisor | Certified Financial Planner | Certified Case Manager at Northwestern Mutual
Todd Whitley, CFP®'s latest education in The Ohio State University
