Todd Daniel Growney

Analyst-Equity chez Burt Associates, Inc.

Profil

Mr. Todd D.
Growney is a Vice President & Financial Advisor at Burt Associates, Inc. He serves on Burt Wealth Advisors’ Investment Committee and has been actively involved in investment research, financial planning analysis, and asset management.
He readily draws on his expertise in small business retirement plans, which he developed while at Schwab, as well as the numerous partnerships he has established and maintained throughout his tenure in the financial industry.
Prior to joining Burt Wealth Advisors, Mr. Growney gained valuable industry experience working for Charles Schwab & Co., Inc. The majority of his seven year tenure with Schwab was spent as an Investment Specialist, during which time he worked closely with clients, providing sound advice on a variety of portfolio and financial planning issues ranging from education and retirement planning to portfolio management and estate distributions.
While at Schwab, he briefly headed the finance department for Charles Schwab's Denver Operations Center, spent time on the trading and customer service desks, and conducted seminars on retirement planning, trading, and estate planning.
As a result of his demonstrated performance and professionalism, he was selected to manage a Schwab Branch shortly before deciding to join the Burt Wealth Advisors team.
Mr. Growney earned his bachelor's degree from Shippensburg University of Pennsylvania in 1992.
He earned his Certified Financial Planner designation from the College of Financial Planning, and has established membership with the nationally recognized Financial Planning Association.

Postes actifs de Todd Daniel Growney

Sociétés	Poste	Début
Burt Associates, Inc.	Analyst-Equity	01/11/2004