Donald Todd, CFP®, CLU®, Private Financial Advisor

SunTrust Investment Services, Inc.

Donald Todd Photo
Donald Todd, CFP®, CLU®, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

825 BROADWAY

DUNEDIN, FL 34698

Check the background of this investment professional on FINRA's BrokerCheck

About

Donald Todd is a Private Financial Advisor with SunTrust Investment Services, Inc. Don offers more than ten years of planning experience in the following areas: education, investment, retirement, life insurance, estate, business contingency options and business qualified/non-qualified retirement plans. He follows a disciplined process of assessing a client's risk tolerance, analyzing financial information, while developing and implementing a comprehensive financial plan. Furthermore, he consistently monitors the progression of the implemented financial strategies, while adjusting to the ever changing economic environment and any personal or business altering events.

Don joined SunTrust in October of 2004. A native from Lexington, Kentucky, Don earned his BA from Georgetown College in Business Management and Communications. Don is a Certified Financial PlannerTM (CFP®), which is recognized as the standard of excellence in financial planning. He is also a Chartered Life Underwriter® (CLU®). Advisors with the CLU® designation are required to serve you with the highest level of professionalism. In addition, Don is an active member of the Carrollwood Bar Association.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading