Todd Whitley Email & Phone Number
Private Wealth Advisor @ Upstate Legacy Planning Group
5 free lookup(s).
No credit card required.
Todd Whitley Location
- Greenville, SC, US
Todd Whitley Work
- 2024 -now Private Wealth Advisor @
- 2009 -now Wealth Management Advisor, CFP®, ChFC®, CLU® @
- 2004 -2009 VP Operations @ James Candy Company
- 2001 -2004 Account Executive @
- 1998 -2001 Account Executive @
- 1993 -1997 Project Manager @ Law Engineering
Todd Whitley Education
- The Ohio State University
Lean Six Sigma Black Belt (Executive Education)
2009-2009 - North Carolina State University
Bachelor of Science (B.S.) (Biochemistry)
1988-1993 - North Carolina State University
Bachelor of Arts - BA (Chemistry)
1988-1993 - North Carolina State University
Todd Whitley Skills
- Leadership
- Management
- Team Building
- Project Management
- Business Development
- Marketing
- Accounting
- Online Marketing
- Customer Service
- Strategic Planning
- Contract Negotiation
- Sales
Todd Whitley Summary
- Todd Whitley, based in Greenville, SC, US, is currently a Private Wealth Advisor at Upstate Legacy Planning Group. Todd Whitley brings experience from previous roles at Northwestern Mutual, James Candy Company, IBM Internet Security Systems and IBM. Todd Whitley holds a 2009 - 2009 Lean Six Sigma Black Belt in Executive Education @ The Ohio State University. With a robust skill set that includes Leadership, Management, Team Building, Project Management, Business Development and more. Todd Whitley has 1 emails and 2 mobile phone numbers on RocketReach.
View Todd's Email & Phone Number (It's Free)
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Todd Whitley?
Find contact details for 700 million professionals.
Others Named Todd Whitley
Todd Whitley
Executive Director
New York, NY, US
Todd Whitley
Head of Operations and Technology (Founder and President)
North Andover, MA, US
Todd Whitley
Chief Executive Officer
Keller, TX, US
Todd Whitley
Operations Manager
Punta Gorda, FL, US
Top Upstate Legacy Planning Group Employees
Todd Whitley
Private Wealth Advisor
Greenville, SC, US
Eddie Terrell
Private Wealth Advisor
Greenville, SC, US
Brett Smith
Co-Founder, Private Wealth Management Advisor
South Carolina, United States
Christopher Griffin
Director of Operations and Financial Planning Services
South Carolina, United States
Justin Sprouse
Associate Financial Representative
Greenville, SC, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co