Todd W. Shand, CFP®

Todd brings a wealth of expertise to his role as a Managing Director specializing in comprehensive wealth management for individuals, families, trusts, and organizations. With a career spanning over 25 years, Todd offers personalized advice on critical financial matters such as retirement income planning, investment management, liability and risk management, and legacy planning. His career in finance began at Morgan Stanley in 1998 and developed considerably when he partnered with A.G. Edwards & Sons, which was ultimately acquired by Wells Fargo Advisors. In 2008 Todd achieved the prestigious CFP® Certification from Duke University, having completed a rigorous academic program tailored for finance professionals. Todd is highly attentive to his clients’ needs and develops detailed plans that are customized around their specific preferences.

Beyond his professional life, Todd and his wife, Linh, live in Cary, North Carolina, where they are actively involved in their community. He is passionate about cooking, gardening, landscaping, and nature photography, and he enjoys traveling both within the United States and abroad.