Todd Daniel Growney
Analyst-Equity presso Burt Associates, Inc.
Profilo
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.
Posizioni attive di Todd Daniel Growney
Società | Posizione | Inizio |
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Burt Associates, Inc.
Burt Associates, Inc. Investment ManagersFinance Burt Associates, Inc. (do-business-as Burt Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in North Bethesda, Maryland. The firm was founded in 1972 and is owned by BAI Holdings, Inc. Burt Wealth Advisors provides discretionary investment advisory services on a fee-only basis to individuals and high net worth individuals. | Analyst-Equity | 01/11/2004 |
Formazione di Todd Daniel Growney
Shippensburg University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 1 |
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Burt Associates, Inc.
Burt Associates, Inc. Investment ManagersFinance Burt Associates, Inc. (do-business-as Burt Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in North Bethesda, Maryland. The firm was founded in 1972 and is owned by BAI Holdings, Inc. Burt Wealth Advisors provides discretionary investment advisory services on a fee-only basis to individuals and high net worth individuals. | Finance |
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