Charles Todd Investment Consulting
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Charles Todd

Senior Vice President–Wealth Management

Financial Advisor

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.  

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • 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

Charles Todd

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Charles Todd

Education

  • 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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Charles Todd

7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

Email Me

Charles Todd

Senior Vice President–Wealth Management

Financial Advisor

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.  

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • 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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

Email Me

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