Education:
Bucknell University, BA Psychology

Licensing:
FINRA Series 7, 66

Areas of Practice:
Financial Planning
Portfolio Management
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
New York Pain Society
Pain Society of the Carolinas
 

 

Todd Turner
Financial Advisor

todd.turner@commonwealthfg.com
Tel: (843)884-4545
Fax: (843)884-4514
Cell: (203)273-2118
 

Todd Turner joined the Commonwealth team in 2014.  Todd is a financial advisor who dedicates himself to understanding the unique needs of his clients and helps them discover financial opportunities and create a path for long-term security.  Todd has developed long standing client relationships based on open communication and respect over his 20 year career in the medical industry and understands the challenges health care professionals are facing now and in the future.  In an effort to continue to address the ongoing needs of his physician clients Todd co-founded the New York State Pain Society in 2011 and has served as Chairman of the Industry Advisory Counsel to the Board of Directors since the inception.  This experience has shaped his practice today, particularly in managing the details of his client’s financial portfolios and protecting the assets they have worked so hard to accumulate.  In addition to serving the needs of his physician clients, Todd enjoys working with executives, professionals, and families by providing access to a wide range of competitive financial products and services in the areas of:

  • Comprehensive Fee-Based Financial Planning
  • Risk Management, Asset Protection, and Liability Protection*
  • Debt Management Strategies
  • Wealth Accumulation
  • Tax-Favored Investment Strategies*
  • Estate Planning*
  • Benefits Analysis and Service
  • Exit Strategies
  • Business Owner Life Design

Todd received his Bachelor of Arts degree in Psychology from Bucknell University.  He is a Registered Representative and Investment Advisory Representative of Securian Financial Services, Inc.  His educational and industry background include FINRA series 7 and 66 registrations, as well as life, accident and health insurance licenses.

Todd lives on Daniel Island with his wife Erin, daughter Makena, and son Zakary.  Todd enjoys music, guitar, soccer, travel, and spending time with friends and family. 

Commonwealth Financial Group is an independent financial services firm with a team vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, families and business owners.

 

* This should not be considered tax or legal advice.  You should consult a tax or legal advisor regarding your individual tax situation.  DOFU 3-13-14 875462