Helping Clients Succeed Financially

Todd Williamson, CRPC

Todd Williamson, CRPC

    • First Vice President - Investments

    Todd is a member of the Genesis Private Wealth Management Group of Wells Fargo Advisors, residing at his office in Bozeman, MT. He focuses on providing investment, business, and tax-efficient strategies for the team's clientele. During his career he has worked with a wide range of clients, advising them on investing their assets, planning for their retirement, college funding, and preparing for the eventual disposition of their assets. Wells Fargo Advisors is not a legal or tax advisor.

    Prior to joining the financial services industry in 2005, Todd was a CPA, as well as an audit and tax manager at a regional accounting firm. Prior to joining Wells Fargo Advisors, he was the Branch Manager at Morgan Stanley’s Bozeman, MT, office.

    Todd graduated from Montana State University - Bozeman with a Bachelor’s of Science in Business, with an emphasis in accounting. He also has a passion for working with non-profit organizations and business retirement and 401(k) plans. In the past, he has been a board member with Big Brothers Big Sisters of Gallatin County; a board member for the Downtown Billings Exchange Club; the president, secretary, and treasurer of the Bozeman Noon Rotary Club; the treasurer and one of the founding board members of the Bozeman Schools Foundation; the Chair of the Bozeman Deaconess Hospital Philanthropy Council; and a member of the Gallatin Chapter of the Rocky Mountain Elk Foundation.

    Todd has been married for more than 20 years and has three children. He has coached his kids’ baseball and football teams, and he spends his free time playing handball or mountain biking all of the excellent trails of southwest Montana.