Todd Taskey has been a top producing financial advisor for most of his career. He built a highly profitable financial services business from scratch which was successfully sold to a national financial company in 2005.
Todd’s business was generating over $100,000 in monthly revenue with one junior advisor and two administrative assistants. He was a Top of the Table producer for 6 consecutive years and was the number one producer with his broker dealer (1,000 registered reps) the year before he sold his practice. He accomplished this level of production while enjoying seven weeks of vacation and family time each year.
In addition to numerous industry awards, Todd was featured in both Financial Advisor and Registered Rep magazine. He has spoken and trained other advisors across the country and has also traveled nationally for two fortune 500 clients educating their executives on financial management.
Todd is a dynamic and motivational industry thinker and coach who fully understands the fears, struggles and opportunities of our business. He currently lives in Bethesda, Maryland with his wife of twenty years and their two teenage daughters.