Todd M. Smith, CFP®

Todd M. Smith, CFP®

Phone: 973-401-2515
Fax: 973-401-2384

Todd M. Smith joined AXA Advisors as a Financial Consultant in April 2001, bringing a wealth of knowledge in the fixed income securities market from his 15 years on Wall Street.

Prior to joining AXA Advisors, Todd was a Vice President on the fixed income sales desk for Advest, Inc. While at Advest, Todd managed an account base consisting of large portfolio managers as well as the regional dealer bank community throughout the country. Todd also managed bank and thrift accounts specializing in community development investments.

Previously, Todd was with Nomura Securities for 10 years as a Vice President on the fixed income sales desk. Todd built his business from the ground up focusing on the regional dealer community. Sales consisted of mortgage-backed securities, structured notes and derivatives, with a primary focus on government agencies and treasuries.

As an independent entrepreneur, Todd founded Innovative Real Estate, Inc. where he served as President from 1996 to 2002. Todd bought, sold, and managed condominium properties in the Hudson county area.

After graduating from Red Bank Catholic High School he attended The College of William and Mary, where he earned a Bachelor of Business Administration. He has also been awarded the title of Retirement Planning Specialist by AXA Advisors, LLC based on the receipt of a Wharton Certificate in Retirement Planning.

Todd is an active member of the Lakeville, CT community where he lives with his wife Margaret, and sons Hunter and Pierce.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

R.I.C.H. Planning Group, LLC is not owned or operated by AXA Network or its affiliates.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck