Todd Harward

Todd Harward, CFP®
Wealth Advisor Truist Bank

2 W Washington St

Suite 802,

Greenville, SC 29601-2735

About me

Background

Todd Harward is a relationship manager and advocate for high-net-worth business owners, individuals, and their families. He is supported by a team of specialists who work together to deliver personalized, tailored solutions that help address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science Finance and Real Estate
The University of South Carolina Darla Moore School of Business 1985

Personal Interests

Todd serves as a member of the Greenville Estate Planning Council and on the boards of the YMCA of Greenville Foundation, the Community Foundation of Greenville, and is a candidate for the Citizens Advisory Board for the Greenville County Sheriff’s Office.    

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

To
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