Todd Rowe
Senior Director, Wealth Management
Todd is passionate about helping families navigate the various complexities of modern financial life and realize their long-term goals.
Todd specializes in multi-generational wealth, business succession and “decumulation” planning, leveraging his 15 years of experience developing and implementing complex financial plans and strategic direction for high net worth families. He works directly with individuals and families to learn about their vision for their financial future and their personal goals, and then applies that insight to tailor strategic plans for how they accumulate, manage and transition generational wealth.
When he is not assisting clients, Todd spends his time reading on his front porch, watching sports and playing with his infant son Maverick.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Public Accountant (CPA)
- CFP®
- Certified Exit Planning Advisor (CEPA)
EDUCATION
- Master of Science, Accounting, North Carolina State University
- Bachelor of Science, Accounting – Financial Analysis Concentration, North Carolina State University
