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Meg Todd Location
Philadelphia, PA, US
Meg Todd Work
Financial Advisor @ (May 2015 - Present)
Director of Planning @ Bruton Financial Advisors (January 2004 - January 2015)
Financial Advisor @ McMahan & Associates, Raymond James Financial Services (January 1998 - January 2003)
Financial Advisor @ Elliott Davis, LLP, Management Consulting Group (January 1995 - January 1997)
Financial Advisor @ Law & Associates, Inc., Raymond James Financial Services (January 1991 - January 1994)
Assistant Vice President @ American Security Bank (January 1988 - January 1990)
Planning Analyst @ Alexandra Armstrong & Associates (January 1986 - January 1987)
Business Planning Analyst @ E.F. Hutton, Inc., Personal Financial Management Division (January 1984 - January 1985)
Meg Todd Education
Bucknell University
Bachelor of Arts (BA) (Economics)
1980-1984
Great Valley High School 1976-1980
Meg Todd Skills
Financial Modeling
Financial Analysis
Strategy
Meg Todd Summary
Meg Todd, based in Philadelphia, PA, US, is currently a Financial Advisor at Wells Fargo Advisors. Meg Todd brings experience from previous roles at Bruton Financial Advisors, McMahan & Associates, Raymond James Financial Services, Elliott Davis, LLP, Management Consulting Group and Law & Associates, Inc., Raymond James Financial Services. Meg Todd holds a 1980 - 1984 Bachelor of Arts (BA) in Economics @ Bucknell University. With a robust skill set that includes Financial Modeling, Financial Analysis, Strategy and more. Meg Todd has 3 emails and 1 mobile phone numbers on RocketReach.
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