As Managing Director of Wealth Advisory Operations at Capital Wealth Advisors, Todd is responsible for overseeing and optimizing operational efficiencies while ensuring top-tier client service. His responsibilities encompass a broad spectrum of tasks aimed at enhancing account management, client support, and seamless management of daily operations within the firm.
Before joining Capital Wealth Advisors in 2012, Todd spent nearly two decades, from 1992 to 2011, as an entrepreneur. During this period, he owned and operated a travel agency and a golf shop, gaining extensive experience in business management, customer relations, and strategic decision-making.
Todd resides in Naples with his wife, Colleen, and their two children. He enjoys golfing and watching his alma mater, Florida State, play football.