Todd Bolton, CFP®, Medical Client Advisor

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Todd Bolton, CFP®, Medical Client Advisor

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1303 S BABCOCK STREET

MELBOURNE, FL 32901

8226 NORTH WICKHAM ROAD

MELBOURNE, FL 32940

8851 CONROY-WINDERMERE ROAD

ORLANDO, FL 32835

400 Park Avenue South,

Winter Park, FL 32789

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About

Todd Bolton is a Medical Client Advisor with SunTrust Private Wealth Management. He offers clients more than 17 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning credit, and estate strategies. Todd has earned the professional designation of Certified Financial PlannerTM (CFP®). He spent his childhood living in Hawaii and northern Virginia before moving to Florida to attend the University of Florida, where he earned his undergraduate degree in Finance and a Master's degree in Business Administration.

As part of the Medical Specialty Group, Todd works with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in his market. Together they develop a holistic financial plan that meets their clients' short and long-term goals.

Todd holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Todd takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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