Todd Bolton

Todd K. Bolton, CFP®
Senior Vice President Medical Wealth Advisor Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

Background

Todd Bolton, CFP® is a Medical Wealth Advisor that began his career with Truist Bank in 2000 and has spent his entire career with the Bank. He joined the Medical Specialty Group in 2008 where he specializes in working with our high-net-worth physicians and their families by guiding them through a team-based approach to wealth management that focuses on financial planning, investment management, insurance strategies, strategic credit, and estate planning. 

As a Medical Wealth Advisor, Todd works with a team of financial professionals whose primary focus is to bring comprehensive and highly customized personal financial solutions to physicians and their families by listening intently to their own unique situation and helping define their personal goals. Together, they develop holistic financial plans that provides a roadmap to help his clients achieve those short-term and long-term goals.

Todd recognizes the importance of the client experience and is highly attentive to his client’s needs. By holding himself accountable to a high standard, clients can focus on the things that matter most in their lives.

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

MBA
University of Florida 2002 2004
Bachelor of Science in Business Administration - Finance
University of Florida 1994 1998

Personal Interests

Todd spent his childhood in Hawaii and northern Virginia where he developed a love for the outdoors that led him to develop a passion for travel, scuba diving, hiking, and photography.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

To
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