Todd Bernstein Email & Phone Number
Senior Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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Todd Bernstein Location
- Ponte Vedra Beach, FL, US
Todd Bernstein Work
- Senior Vice President and Wealth Management, Financial Advisor @ (April 2020 - Present)
- Vice President - Financial advisor @ (January 2013 - April 2020)
- Vice President @ (January 2006 - January 2013)
- Assistant Vice President @ Advest, Inc (January 2001 - January 2006)
- Financial Advisor @ Various Firms (January 1994 - October 2001)
- Financial Advisor @ Advest, Inc (June 1991 - December 1993)
Todd Bernstein Education
- franklin pierce university
Bachelor's degree (Accounting and Finance)
1987-1991 - Paramus High School 1983-1987
Todd Bernstein Skills
- Retirement Planning
- Financial Planning
- Finance
- Portfolio Management
- Strategic Financial Planning
- Asset Allocation
- Estate Planning
- Risk Management
- Securities
- Retirement
- Financial Services
- Wealth
- Wealth Management Services
- CRM
- Analysis
- Microsoft Excel
- Marketing
- Financial Analysis
- Microsoft Office
Todd Bernstein Summary
- Todd Bernstein, based in Ponte Vedra Beach, FL, US, is currently a Senior Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. Todd Bernstein brings experience from previous roles at BB&T Scott and Stringfellow, Wells Fargo Advisors, Advest, Inc and Various Firms. Todd Bernstein holds a 1987 - 1991 Bachelor's degree in Accounting and Finance @ franklin pierce university. With a robust skill set that includes Retirement Planning, Financial Planning, Finance, Portfolio Management, Strategic Financial Planning and more. Todd Bernstein has 3 emails and 2 mobile phone numbers on RocketReach.
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