Background
Todd Bolton, CFP® professional joined SunTrust, now Truist, in January 2000 and has spent his entire career with the Bank ever since. He joined the Medical Specialty Group in 2008 where he serves his clients as a Medical Wealth Advisor. Todd works with Truist's medical clients to identify their financial goals and coordinates a team of financial professionals to provide customized solutions designed to help address his clients’ goals. He takes a comprehensive approach to wealth management by offering his clients services ranging from traditional banking solutions to financial planning, full service brokerage products, trust & estate services, insurance solutions and retirement planning.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Todd was raised in a Navy family and spent his childhood in Hawaii and Northern Virginia before moving to Florida to attend the University of Florida, where he received his undergraduate degree in Finance. He also obtained his Master of Business Administration from the University of Florida a few years later.
In his free time, Todd enjoys SCUBA diving, hiking, traveling and spending time with his family.
