Todd W. Shand, Cfp® Email & Phone Number

Raleigh, North Carolina, United States

Raleigh-Durham, North Carolina Area

With more than twenty years of experience in wealth management, Todd is dedicated to helping his clients define and meet their specific investment needs. He understands the concerns many people share over how to make their current financial resources fulfill their future financial goals. As a Managing Director-Investment Officer and CERTIFIED FINANCIAL PLANNER™ professional, Todd develops detailed plans to address his clients' unique needs and concerns. Todd currently manages investments for individuals, trusts, retirement plans and businesses. He delivers a very high level of professional service with objective and timely insight for building and preserving wealth.As a PIM Portfolio Manager, Todd can carefully coordinate and manage his clients' financial resources around their financial objectives. He places a great deal of focus on retirement income planning to help insure his clients have a clear and confident understanding of where their income is designed to originate from after their working years. Todd offers the following services to his clients as well:Investment ManagementLiability Management Cash Flow Analysis & BudgetingRisk Management & Insurance Solutions Legacy PlanningCertified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete ongoing certification requirements.The Private Investment Management (PIM®) program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. the minimum account size for this program is $50,000.

Managing all aspects of client relationships within a team of established investment professionals. Primary focus is on portfolio modeling, investment analysis and selection, performance reviews and client consultations.