Todd began his career as a financial advisor in 1986, and he has been with Morgan Stanley since 2001. During his nearly 33 year career in the industry, Todd has held various roles including: Branch Manager, National Sales Manager, Syndicate Manager, and positions within Public and Corporate Finance. Todd collaborates with David and other firm professionals to ensure assets entrusted to the Barlow Group at Morgan Stanley are positioned to meet client demands, financial goals, and the challenges of today’s investment markets. In his role on the team, Todd is responsible for financial planning and progress review meetings. He is also responsible for coordinating our efforts with client attorneys and tax professionals. Many of his conversations center on topics like: trust and estate planning strategies, business succession planning, reviewing buy/sell agreements, attracting and retaining key employees, liability management, and philanthropy. NMLS ID: 1390914©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee.Trust and other fiduciary services are provided by third parties, including Morgan Stanley Private Bank National Association, a wholly-owned subsidiary of Morgan Stanley.NMLS ID: 1390914