Todd Bolton

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

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

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.
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 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.

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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