Todd Whitley, Cfp® work email
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Todd Whitley, Cfp® personal email
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I’m part of an amazing team focused on helping people create financial security for themselves and their families. We do this through a process of discovery to help our clients visualize and prioritize their goals, then develop an individualized plan for achievement. The first step is often the hardest, but putting plans into action is incredibly empowering and liberating from the anxiety created by putting off what you know must be done. Let’s get started!
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Private Wealth AdvisorUpstate Legacy Planning Group Sep 2024 - PresentGreenville, ScOur 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
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Wealth Management Advisor, Cfp®, Chfc®, Clu®Northwestern Mutual Oct 2009 - PresentGreenville, South Carolina AreaWealth Management Advisor -
Vp OperationsJames Candy Company Jul 2004 - Sep 2009Greater 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.
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Account ExecutiveIbm Internet Security Systems Jan 2001 - Jun 2004Greater 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. -
Account ExecutiveIbm Jan 1998 - Jan 2001Greater 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.
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Project ManagerLaw Engineering Sep 1993 - Dec 1997Greater 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.
Todd Whitley, Cfp® Skills
Todd Whitley, Cfp® Education Details
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Executive Education -
Biochemistry -
Chemistry
Frequently Asked Questions about Todd Whitley, Cfp®
What company does Todd Whitley, Cfp® work for?
Todd Whitley, Cfp® works for Upstate Legacy Planning Group
What is Todd Whitley, Cfp®'s role at the current company?
Todd Whitley, Cfp®'s current role is Private Wealth Advisor.
What is Todd Whitley, Cfp®'s email address?
Todd Whitley, Cfp®'s email address is to****@****ual.com
What is Todd Whitley, Cfp®'s direct phone number?
Todd Whitley, Cfp®'s direct phone number is +186423*****
What schools did Todd Whitley, Cfp® attend?
Todd Whitley, Cfp® attended The Ohio State University, North Carolina State University, North Carolina State University, North Carolina State University.
What are some of Todd Whitley, Cfp®'s interests?
Todd Whitley, Cfp® has interest in Politics, Children, Environment.
What skills is Todd Whitley, Cfp® known for?
Todd Whitley, Cfp® has skills like Strategic Planning, Leadership, Team Building, Management, Customer Service, Sales, Marketing, Project Management, Business Development, Contract Negotiation.
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