Todd Whitley, Cfp® Email & Phone Number

Greenville, Sc

Our practice specializes in future-focused financial planning for those with complex wealth management needs. Our clients are generous, family-oriented professionals and business owners who have built great success and have a desire to steward their wealth wisely and purposefully. We become a lifelong partner and guide, providing tailored, tax-efficient advice that helps them make the most of their opportunities today while building a strong financial foundation that will impact generations. By building meaningful relationships, communicating proactively, and always putting their best interests first, we help our clients gain peace of mind—and with it, the freedom to spend more time doing what they love with those who matter most to them. Some of our services include:- Fee-Based Financial Planning- Estate Planning- Business Succession Planning- Alternative Investments - Business Planning- Generational Planning - Charitable Giving - Special Needs Planning - Wealth Management - Retirement Planning - Risk Management Solutions

Greenville, South Carolina Area

Wealth Management Advisor

Greater Philadelphia Area

• Managed a manufacturing facility generating over $9M in annual revenue through sales to 10 retail locations, as well as wholesale customers. • Oversaw operations dealing with personnel, production, logistics and inventory, while increasing efficiencies and maintaining cost control.• Featured on Food Network’s “Unwrapped” with Mark SummersJames Salt Water Taffy began in the late 1800s on the boardwalk of Atlantic City. The business expanded to other confectioner treats and soon combined the businesses of Bayard’s Chocolates and Fralinger’s Salt Water Taffy to form James Candy Company.

Greater Atlanta Area

• Responsible for sales of enterprise-class network security solutions into multiple market segments. • Managed relationships at all levels within organizations from technical end users to senior executives.• Developed, qualified and closed net new business while driving incremental revenue in existing accounts.IBM Internet Security Systems is a security advisor to thousands of the world's leading businesses and governments, providing preemptive protection for networks, desktops and servers. IBM Internet Security Systems products and services are based on the proactive security intelligence of its X-Force research and development team — the unequivocal world authority in vulnerability and threat research.

Greater Atlanta Area

• Responsible for selling entire suite of IBM offerings to over 700 accounts in state and local governments in the southeast.• Directed efforts of product specialists, systems integrators and business partners to diagnose enterprise business challenges and deliver comprehensive solutions specific to customer needs.• Developed and implemented sales plans, managed monthly and quarterly account forecasts, and coordinated resources throughout sales cycle.IBM is a global technology and innovation company headquartered in Armonk, NY. It is the largest technology and consulting employer in the world, with more than 400,000 employees serving clients in 170 countries. IBM offers a wide range of technology and consulting services; a broad portfolio of middleware for collaboration, predictive analytics, software development and systems management; and the world's most advanced servers and supercomputers.

Greater Atlanta Area

• Directed environmental compliance audits for military installations in the U.S. and overseas.• Established site offices, procured materials and coordinated mobilization efforts of contractors, field crews and equipment to job sites.• Prepared and presented assessment deliverables on project findings to internal and customer audiences.

Lean Six Sigma Black Belt, Executive Education

Bachelor Of Science (B.S.), Biochemistry

Activities and Societies: Army ROTC, Lacrosse, Sigma Alpha Mu Fraternity

Bachelor Of Arts - Ba, Chemistry

Education record