A plan for today, tomorrow and generations to come

Chess pieces on a chessboard

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Charles Todd Profile Photo

    Charles Todd

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI

    Since 1980, Charles has been devoted to helping individual investors make informed investment decisions related to their short and long-term financial objectives. Charles holds a bachelor's degree from the Kelley School of Business at Indiana University.  He has also completed the rigorous training required to earn the CERTIFIED FINANCIAL PLANNERTM certification from the College of Financial Planning and the Certified Investment Management Analyst® designation from the Wharton School of Business at the University of Pennsylvania.  

    • Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Indiana University, Bachelor of Science Business Administration: 1976 - 1979
    • Vincennes University, Associate of Science : 1974 - 1976
    • College for Financial Planning, CFP: 1985 - 1987
    • Wharton School of Business, CIMA: 1987 - 1989
    • Certified Investment Management Analyst®
    7950 Summerlin Lakes Drive
    Suite 1
    Fort Myers, FL 33907
    Charles Todd
    7950 Summerlin Lakes Drive,Fort Myers,FL,33907

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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