Charles Todd

Charles Todd Email and Phone Number

Senior Vice President Wealth Management, CFP® CIMA® @ UBS
Fort Myers, FL, US
Charles Todd's Location
Fort Myers, Florida, United States, United States
Charles Todd's Contact Details
About Charles Todd

Since 1980, Charles has been devoted to helping individual investors make informed investment decisions related to their short and long-term financial objectives. Charles has a bachelor's degree from the Kelly School of Business at Indiana University. He has also pursued the rigorous training programs required to earn the Certified Financial Planner Designation from the College of Financial Planning and the Certified Investment Management Analyst designation from Wharton School of Business./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Charles Todd's Current Company Details
UBS

Ubs

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Senior Vice President Wealth Management, CFP® CIMA®
Fort Myers, FL, US
Website:
nyftyfitness.com
Employees:
28
Charles Todd Work Experience Details
  • Ubs
    Senior Vice President Wealth Management, Cfp® Cima®
    Ubs
    Fort Myers, Fl, Us
    View
  • Ubs
    Senior Vice President Wealth Management, Cfp® Cima®
    Ubs Jul 2006 - Present
    Zurich, Ch
    View
  • Ubs
    Senior Vice President Wealth Management
    Ubs Jul 2006 - Present
    Zurich, Ch
    View
  • Ubs
    Senior Vice President Wealth Management
    Ubs Jul 2006 - Jul 2006
    Zurich, Ch
    View
  • Boys And Girls Club Lee County
    Board Of Directors
    Boys And Girls Club Lee County Jan 2005 - Present
  • Morgan Stanley
    Senior Vice President Investments Cfp Cima
    Morgan Stanley Jul 1980 - Aug 2006
    New York, Ny, Us
    View

Charles Todd Skills

Strategic Financial Planning Wealth Management Retirement Planning Asset Management Investment Strategies Finance Equities Fixed Income Securities Portfolio Management Strategy Market Research Networking Account Management Problem Solving Business Analysis Customer Service Risk Management Financial Services Hold Series 7 License Certified Financial Planner Certified Investment Management Analyst

Charles Todd Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Business
  • Vincennes University
    Vincennes University
    Business

Frequently Asked Questions about Charles Todd

What company does Charles Todd work for?

Charles Todd works for Ubs

What is Charles Todd's role at the current company?

Charles Todd's current role is Senior Vice President Wealth Management, CFP® CIMA®.

What is Charles Todd's email address?

Charles Todd's email address is ch****@****ubs.com

What is Charles Todd's direct phone number?

Charles Todd's direct phone number is +123946*****

What schools did Charles Todd attend?

Charles Todd attended Indiana University Bloomington, Vincennes University.

What are some of Charles Todd's interests?

Charles Todd has interest in Watching Indiana University Basketball, Technology, Basketball, Golfing, Charitys, Fishing.

What skills is Charles Todd known for?

Charles Todd has skills like Strategic Financial Planning, Wealth Management, Retirement Planning, Asset Management, Investment Strategies, Finance, Equities, Fixed Income, Securities, Portfolio Management, Strategy, Market Research.

Who are Charles Todd's colleagues?

Charles Todd's colleagues are Ethan Harro, Flloyd Rewa.

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