(Branch Manager and Meridian Private Wealth Management, Inc. President) has spent his working career helping people reach important life goals. He has over 33 years of investment planning experience. He understands that because many people generally regard investment planning as complex and confusing, they may often miss out on many potentially rewarding financial opportunities, take unnecessary risks, and fail to adequately preserve their assets.
Todd established Meridian Private Wealth Management, Inc. in 2005 with the goal of becoming his client's trusted advisor by taking the mystery out of investing, defining goals, recommending strategies, managing risk, preparing for retirement, and helping to preserve wealth.
By making the investment planning process easier, he seeks to establish a long and trusted advisor relationship with his clients. Prior to starting his own practice, Todd worked for a major wire house as a Vice President and Assistant Branch Manager. CA Insurance License #OA67386Annabel Rios
joined Meridian Private Wealth Management, Inc. in 2005 and serves as a Senior Administrative Associate. Her 20 years of experience in various administrative positions while at the same major wire house, and over 25 years of customer service, make her well suited for managing the daily complexities of the investment practice's back-office processes and client assistance.