Todd Cepa Email & Phone Number
Managing Director - Branch Director @ Janney Montgomery Scott LLC
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Todd Cepa Location
- Hampstead, MD, US
Todd Cepa Work
- 2009 -now Managing Director - Branch Director @
- 2023 -now Board Member @ North Carroll Community School
- 2026 -now Carroll County Government ACC @
- 2024 -2026 Carroll County Police Accountability Board @
- 2015 -2025 Director Business Advocates for Veterans @
- 2013 -2025 Member Board Of Trustees @
- 2020 -2023 Board Member, (Governor Appointed) Maryland Veterans Trust Fund @
- 1992 -2009 Vice President Branch Manager and Financial Advisor @
- 1984 -2005 Major Deputy Provost Marshal - Retired @
- 1988 -1992 Police Officer @
Todd Cepa Education
- College for Financial Planning
Accredited Wealth Management Advisor
2015-2016 - McDaniel College
BA (Sigma Phi Epsilon)
1983-1987 - North Carroll
High School (General Studies)
1979-1983
Todd Cepa Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Investments
- Personal Finance
- Customer Service
- Mutual Funds
- Series 7
- Series 63
- Securities
- Portfolio Management
- Asset Allocation
- Financial Planning
- Risk Management
- Management
- Leadership
- Estate Planning
- Asset Management
- FINRA
- Team Building
- Retirement
- Financial Services
- Finance
- Investment Strategies
Todd Cepa Summary
- Todd Cepa, based in Hampstead, MD, US, is currently a Managing Director - Branch Director at Janney Montgomery Scott LLC. Todd Cepa brings experience from previous roles at North Carroll Community School, Carroll County Government, MD and BUSINESS ADVOCATES FOR VETERANS. Todd Cepa holds a 2015 - 2016 Accredited Wealth Management Advisor @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management, Investments, Personal Finance and more. Todd Cepa has 1 emails and 3 mobile phone numbers on RocketReach.
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