Potter Stewart Private Wealth Management Group
of Wells Fargo Advisors, CPWA

Tod Potter, CPWA®
Private Wealth Financial Advisor, Managing Director - Investments
825 Town & Country Lane, Suite 300
Houston, TX 77024
Direct: (713) 302-2716
tod.potter@wellsfargo.com
https://www.potterstewartPWMG.com


Focus

As a Private Wealth Financial Advisor, Tod guides successful families through holistic wealth planning. His practice addresses the four cornerstones of wealth: investments, liability management, risk management and estate planning strategies.

Background and experience

 Tod received his undergraduate degree from Tulane University. He acquired Certified Private Wealth Advisor® designation from the Investments & Wealth Institute® in March 2021. He completed Yale School of Management CPWA® Certification Registered Education Program in January 2021. Tod began his career with Wells Fargo Advisors in 1992; he has been a Financial Advisor with Wells Fargo Advisors for a combined 25 years. Tod participates in continuing education programs to stay abreast of current developments and trends in planning and wealth management; and he abides by stringent ethical standards of professional conduct. Tod’s mission is to apply his education, experience, and the significant resources of the firm with care, skill, and caution. His advice is objective and unbiased, and he always strives to control fees for his clients. Tod serves a small and select clientele ensuring that every client has unfettered access and receives as much personal attention as they need no matter the size or nature of the opportunities or challenges. Moreover, Tod does his best to help his clients balance reason and emotions to make better long-term financial decisions.

Away from the office

Tod has been a Leader in Bible Study Fellowship for 13 years. He spends his free time with wife Stephanie of 30 years, daughter Hannah who is Associate Buyer at Dillard’s Corporate, and son Levi who attends Ignite Christian Academy. Tod is an avid mountain biker and the family loves Colorado.


CA Insurance License Number: 0I68684 . Resident State TX.