Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Todd W. Alexander

Financial Advisor


Direct: 585.340.2223

FINRA's BrokerCheck

Todd Alexander’s primary responsibilities are to provide guidance to individual investors, families, and small business owners pursuing their financial goals by utilizing a customized objective-based wealth management process. His guidance is tailored to support individual needs, goals and desires with personalized top-tier financial strategies and professional portfolio management. He concentrates his focus on implementing strategies in the areas of asset allocation, growth & income production, as well as risk management strategies.  Todd diligently monitors the progress of each plan, & investment portfolio he manages as well as conducts regularly scheduled portfolio reviews with his clients either in person or by phone.  Todd is a graduate of Roberts Wesleyan College of Rochester and holds a Bachelor’s degree in Business Marketing with a specialization in Economics. While attending Roberts Wesleyan College, Todd competed on the NCAA Division II Men’s Golf Team. Being a Rochester native, he enjoys exploring all that the wonderful city has to offer, as well as spending time with friends and family.

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

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