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
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • TN
    • TX
    • UT
    • VA
    • 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.  In 2009, Charles was ranked on the nationwide list of Barron's Top 1,000 Financial Advisors.

    • Barron's Top 1,000 Financial Advisors, 2009
    • 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

Family (financial) ties

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager