Raleigh, NC – TradeWinds, a premier Registered Investment Advisor (RIA) based in Raleigh, is excited to announce that Todd W. Shand, CFP®, a renowned Managing Director and Certified Financial Planner, has joined their team. With over 25 years of finance experience, Todd underscores TradeWinds’ dedication to delivering top-tier financial services.
Todd Shand excels in providing comprehensive wealth management for individuals, families, trusts, and organizations, as well as crafting personalized strategies that address pivotal financial issues such as retirement planning, investment management, and legacy considerations. His extensive experience and analytical expertise enable him to skillfully direct clients towards achieving their long-term objectives.
Todd began his finance career in 1998 at Morgan Stanley, honing his investment acumen before moving to A.G. Edwards & Sons, which later became part of Wells Fargo Advisors. In 2008, he earned his CFP® certification from Duke University, highlighting his expertise and commitment to the highest financial planning standards.
“I am excited to start this new journey with TradeWinds. We share a common set of values, vision, and an unwavering commitment to our clients. This is an exciting step for me in my career and I look forward to the future here.” says Shand.
TradeWinds’ CEO commented, “Todd’s extensive experience and client-first approach align perfectly with our mission. We are particularly enthusiastic about his commitment to clients and his methodical approach to financial planning. His joining marks a significant step toward our goal of broadening our presence in the community.”
