For over two decades Todd has helped clients and businesses address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Todd works with specific business and family relationships that are concerned about the give and take between return and safety of principal. Todd helps clients preserve and distribute their wealth through prudent, objective and independent investments strategies. He has built his team on a foundation of positive values that include integrity and a devotion to clients. In 1999, Todd began his career as a Financial Advisor with Morgan Stanley in Portland, OR, before transferring to Orlando, FL. Todd grew up in Fairbanks, Alaska which instilled a passion for skiing, fishing, and boating. After attending The University of Alaska Fairbanks, Todd worked as a project manager for BP on the North Slope of Alaska in pipeline and drilling support. Away from the office Todd spends his time with his wife Jennifer, friends, and family. Todd and Jennifer like to stay active whether it’s spending time wake surfing in Lake Holden, or riding their motorcycle. Todd and Jennifer also have a passion for traveling and love attending live music events.

Ashley Abraham is a Financial Advisor for Wells Fargo Advisors in The Villages, Florida. She has fourteen years of financial services industry experience, spending nine of those fourteen years with Wells Fargo Bank prior to joining Wells Fargo Advisors. She holds a Bachelor’s degree in Finance from the University of Central Florida. Continuing education is important to Ashley and

She has also earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, she had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Through a long-term investment approach, Ashley helps clients develop and implement strategies for building wealth and realizing their goals. Her mission is to provide objective and timely comprehensive financial advice - with the highest level of professional service and integrity - in building and preserving wealth for clients. Ashley’s process takes into account the fact that it takes more than a single planning session to put your wealth to work in support of your life goals. As your life circumstances change, so must the investment strategies used to help keep you on course toward your objectives.

Ashley is a Central Florida native and currently lives in Ocoee with her Yorkshire Terrier-Poodle mix Roscoe. When Ashley’s not striving to help her client pave their pathway to financial success, she enjoys spending her time in the kitchen cooking, baking and entertaining friends and family. Ashley feels strongly about both education and financial literacy and enjoys mentoring and providing financial literacy workshops to at-risk youth.

In April 2012 Marc joined Wells Fargo Advisors as a Registered Client Associate. He began his career in the financial services industry by joining a team at Wunderlich Securities where he spent 6 years as an operations specialist.

Marc earned his Bachelor’s degree in Business Administration at the Richard T. Farmer School of Business from Miami University in Oxford Ohio. On breaks between his last and first semesters at Miami, he developed a passion for helping others while interning for his father at a financial services practice.
Away from the office Marc enjoys the calm and serenity of the golf course. He started playing golf at the age of 8 and strives to lower his score each time he tees it up. He enjoys attending professional golf tournaments as well as most other major sporting events. He also finds it fulfilling to give back to the community by participating in projects with Habitat for Humanity.

In February 2018 Elizabeth joined Wells Fargo Advisors, bringing with her over a decade of diligently serving clients in the financial services industry. Prior to joining the team, Elizabeth held client relationship roles with Merrill Lynch and JP Morgan’s Private Bank. Elizabeth earned her Bachelor’s degree in Finance and Business Management at the City University of New York. Elizabeth is a New York native who relocated to Orlando, FL in 2018 with her husband and two children. Elizabeth serves as our team development professional and strives to ensure our clients are the most important asset of our organization. She is responsible for keeping our practice aligned with our mission and that we are operating to the highest industry standards.