Todd W. Alexander
Development Manager, Vice President, Financial Advisor
Todd’s greatest satisfaction is advocating for his clients’ financial security and success thanks to a customized objective-based wealth management process. Todd tailors his guidance to the needs, goals and desires of his clients using personalized financial strategies and professional portfolio management.
To help clients build and protect their wealth, Todd leverages his expertise in asset allocation, growth and income production, while always incorporating risk management strategies into his plan recommendations. Todd practices proactivity in monitoring the progress of every client’s investment portfolio and conducts scheduled portfolio reviews with his clients either in person, video conference or by phone.
Todd graduated from Roberts Wesleyan College in Rochester with a bachelor’s degree in Business Marketing and a specialization in Economics. While at Roberts, Todd also competed on the school’s NCAA Division II golf team. As a Rochester native, Todd enjoys exploring all that the city has to offer, as well as spending time with friends and family.
Registered Client Services Associate