First Vice President - Investment Officer
Current
Jul 2013 - Present
AeroLeads people directory · profile
Todd Westfall Email & Phone Number
First Vice President - Investment Officer at Wells Fargo Advisors
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
3 phones found area 330 and 314
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
First Vice President - Investment Officer at Wells Fargo Advisors
Location
Canfield, Ohio, United States
Company size
Who is Todd Westfall? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Todd Westfall is listed as First Vice President - Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Canfield, Ohio, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 330, 314, and a matched LinkedIn profile for Todd Westfall.
Todd Westfall previously worked as First Vice President - Investment Officer at Wells Fargo Advisors and Senior Financial Advisor at Merrill Lynch. Todd Westfall holds Bachelor’S Degree, Economics, Business Administration, Cum Laude from Ohio University.
Company email context
Email format at Wells Fargo Advisors
This section adds company-level context without repeating Todd Westfall's masked contact details.
{first}.{last}@wellsfargoadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Todd Westfall. Compare company email patterns before reaching out.
Profile bio
About Todd Westfall
3731 Boardman-Canfield Rd., Canfield Ohio 44406. 330-702-2133 todd.k.westfall@WFAdvisors.comI provide planning-based investment advice to assist my clients in achieving their financial goals and objectives. I employ a wealth management process in working with my clients which consists of: establishing and quantifying goals; assessing risk tolerance; recommending and implementing investment strategies; and reviewing investment performance toward clients' goals. This information is intended for use by residents of AZ, DC, FL, GA, IL, IN, MI, NV, OH, PA, SC, TN, TX, VA, and WV only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Customer Service, Insurance, Microsoft Office, Microsoft Excel, and 6 others.
Current workplace
Todd Westfall's current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
2 roles
Todd Westfall work experience
A career timeline built from the work history available for this profile.
Oct 1995 - Jul 2013
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
MS
Mike Shortell
Colleague at Wells Fargo Advisors
Denver Metropolitan Area, United States
View →
MS
Malik Shakur
Colleague at Wells Fargo Advisors
Southfield, Michigan, United States, United States
View →
CK
Cinthia Kehrer
Colleague at Wells Fargo Advisors
New Memphis, Illinois, United States, United States
View →
LB
Lance Barnes Cfp, Chfc, Clu
Colleague at Wells Fargo Advisors
Greater Albany, Georgia Area, United States
View →
PS
Pattie Schuchman
Colleague at Wells Fargo Advisors
Smithton, Illinois, United States, United States
View →
KS
Keyur Shah
Colleague at Wells Fargo Advisors
Iceland, Iceland
View →
DF
David Frankel
Colleague at Wells Fargo Advisors
New York City Metropolitan Area, United States
View →
SR
Scott Reich
Colleague at Wells Fargo Advisors
San Diego, California, United States, United States
View →
JO
Jon Oliva
Colleague at Wells Fargo Advisors
Portland, Oregon, United States, United States
View →
CT
Connie Thuenemann
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
View →
Mike Shortell
Colleague at Wells Fargo Advisors
Denver Metropolitan Area, United States
View →
MS
Malik Shakur
Colleague at Wells Fargo Advisors
Southfield, Michigan, United States, United States
View →
CK
Cinthia Kehrer
Colleague at Wells Fargo Advisors
New Memphis, Illinois, United States, United States
View →
LB
Lance Barnes Cfp, Chfc, Clu
Colleague at Wells Fargo Advisors
Greater Albany, Georgia Area, United States
View →
PS
Pattie Schuchman
Colleague at Wells Fargo Advisors
Smithton, Illinois, United States, United States
View →
KS
Keyur Shah
Colleague at Wells Fargo Advisors
Iceland, Iceland
View →
DF
David Frankel
Colleague at Wells Fargo Advisors
New York City Metropolitan Area, United States
View →
SR
Scott Reich
Colleague at Wells Fargo Advisors
San Diego, California, United States, United States
View →
JO
Jon Oliva
Colleague at Wells Fargo Advisors
Portland, Oregon, United States, United States
View →
CT
Connie Thuenemann
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
View →
1 education record
Todd Westfall education
FAQ
Frequently asked questions about Todd Westfall
Quick answers generated from the profile data available on this page.
What company does Todd Westfall work for?
Todd Westfall works for Wells Fargo Advisors.
What is Todd Westfall's role at Wells Fargo Advisors?
Todd Westfall is listed as First Vice President - Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors.
What is Todd Westfall's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Todd Westfall at Wells Fargo Advisors.
What is Todd Westfall's phone number?
AeroLeads has found 3 phone signal(s) with area code 330, 314 for Todd Westfall at Wells Fargo Advisors.
Where is Todd Westfall based?
Todd Westfall is based in Canfield, Ohio, United States while working with Wells Fargo Advisors.
What companies has Todd Westfall worked for?
Todd Westfall has worked for Wells Fargo Advisors and Merrill Lynch.
Who are Todd Westfall's colleagues at Wells Fargo Advisors?
Todd Westfall's colleagues at Wells Fargo Advisors include Mike Shortell, Malik Shakur, Cinthia Kehrer, Lance Barnes Cfp, Chfc, Clu, and Pattie Schuchman.
How can I contact Todd Westfall?
You can use AeroLeads to view verified contact signals for Todd Westfall at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Todd Westfall attend?
Todd Westfall holds Bachelor’S Degree, Economics, Business Administration, Cum Laude from Ohio University.
What skills is Todd Westfall known for?
Todd Westfall is listed with skills including Customer Service, Insurance, Microsoft Office, Microsoft Excel, Strategic Planning, Business Analysis, Process Improvement, and Business Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Todd Westfall you were looking for.
View similar profiles
