A native of Metairie, La., Todd is the Chief Operating Officer of M Wealth Advisors and Financial Advisor for Raymond James Financial Services. Joining the organization in late 2021, his licenses include Series 7, 63, and 65. Todd returns to the financial sector where he spent the greater part of his career. Previously, Todd spent nearly a decade as President of the Jefferson Chamber of Commerce and Ex-Officio Administrator of the organization’s Charitable Foundation and Political Action Committee, (PAC). As the primary spokesperson for the organization, he drove advocacy, membership development, and marketing. Leading the Jefferson Chamber into premier status nationwide, it was awarded a Five-Star Accreditation from the US Chamber of Commerce. Additionally, the Jefferson Chamber was honored three times in the past decade as the most outstanding Chamber in the State of Louisiana by the Louisiana Association of Chamber of Commerce Executives. Todd has twice been recognized as an Economic Development Champion by his parish’s economic development organization, JEDCO, and was recently named a “role model,” by the Young Leadership Council, (YLC). Todd has served on the Board of Directors of GNO, Inc, the regional economic development organization and the Louisiana Association of Business and Industry, (LABI). A recent president of the Louisiana State Chamber Association, Todd was honored when LABI awarded the Jefferson Chamber with its distinguished Economic Development Partner of the Year.
A prior banking executive with both a community bank and a regional financial institution, Todd’s duties included the oversight of all revenue and sales for the one of the leading community banks in the state. He served on the bank’s executive management team and was the lead business developer of the branches, treasury management, wealth management, trust, and mortgage departments. Additionally, in the primary years of his 13 years in banking, Todd had direct oversight of marketing, business development, institutional funds, media, and community and government relations. Throughout his years in banking, Todd served on numerous charitable, civic and business organizations.
Todd holds a bachelor degree from Louisiana State University and is also a graduate of the Graduate School of Banking at LSU. He is an alumnus of the New Orleans Regional Leadership Institute, (NORLI), the Goldman Sachs 10,000 Small Business Program, and is a Fellow of the Loyola University Institute of Politics, (IOP).
For 10 years has worked with M Wealth Group to provide clients with comprehensive financial planning and insightful investment guidance. He finds it very rewarding to help clients determine goals for their portfolio and design strategies to help work toward them. Whether those goals are short-term, producing current income or long-term growth, Matt employs a broad set of strategies to help clients progress toward their financial goals.
Matt began in investment research and retirement planning, and has grown into investment strategy construction and comprehensive financial planning. Matt focuses on getting to knew each of our clients as individuals first, and investors second; this helps provide individualized retirement and financial planning strategies that each client can be comfortable with while helping them progress towards their goals.
Matt focuses primarily on tactical asset allocation and investment strategy design utilizing some of the most efficient and cost effective vehicles available.
As a Certified Financial Planner™ professional, Matt continues to meet the ongoing certification and continuing education requirements. The achievement of this accreditation is only one of many ways Matt has demonstrated his drive to continue learning and providing strategies and services to our clients. Matt graduated from UNO with an MBA in Finance, and he enjoys keeping us up-to-date on the latest market trends and technology. Along with holding the CFP®, Matt holds the Series 7 General Securities License, as well as the Series 9 & 10 General Securities Sales Supervisor License.
Born in Wiggins Mississippi, Matt now resided in River Ridge with his wife, Julie and dog, Gus. In his free-time Matt is an active outdoorsman, and enjoys restoring antique cars as well as staying physically fit
Wednesday Apr 3, 2024
5:30 PM - 8:30 PM CDT
Wednesday, April 3
5:30 PM - 6:00 PM | Networking Cocktail Reception
6:00 PM | Dinner with Todd & Matt
Austin's Seafood & Steakhouse
5101 W. Esplanade Ave.
Metairie, LA 70006
$50/Person
This price includes networking cocktail reception for the first 30 minutes and 3 course dinner with 2 drinks (either beer or wine).
Menu:
1st Course: Evangeline Salad
Mixed greens with toasted almonds, tomatoes, and dried cranberries tossed with balsamic vinaigrette.
2nd Course: Choice of one of the following entrees
3rd Course: Dessert
White Chocolate Bread Pudding
Carlos Garcia
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Printed courtesy of www.jeffersonchamber.org/ – Contact the Jefferson Chamber of Commerce for more information.
3421 N. Causeway Blvd., Metairie, LA 70002 – (504) 835-3880 – admin@jeffersonchamber.org