Executive Vice President @ Marshall Wealth Management (January 2009 - November 2021)
Investment Administrator @ (May 2004 - December 2008)
Todd Bragg Education
Bentley University
Bachelor of Science (BS) (Economics and Finance)
2000-2004
Saint John's High School 1996-2000
Todd Bragg Skills
Asset Management
Certified Financial Planner
College Savings Plans
Estate Planning
Financial Planning
Investments
Life Insurance
Long Term Care Insurance
Retirement Income Strategies
Retirement Planning
Series 66
Series 7
Social Security
Wealth Management
Todd Bragg Summary
Todd Bragg, based in Braintree, MA, US, is currently a Certified Financial Planner at Capital Analysts of New England, Inc.. Todd Bragg brings experience from previous roles at Marshall Wealth Management and Capital Analysts of New England, Inc.. Todd Bragg holds a 2000 - 2004 Bachelor of Science (BS) in Economics and Finance @ Bentley University. With a robust skill set that includes Asset Management, Certified Financial Planner, College Savings Plans, Estate Planning, Financial Planning and more. Todd Bragg has 1 emails and 2 mobile phone numbers on RocketReach.
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