Todd Fields is Chief Compliance Officer and Director of ETF Portfolio Strategies for Southbridge Advisors. Previous to his role at Southbridge, Todd was president of Trusted Wealth Management, a Georgia Registered Investment Advisor. Todd's financial services career spans over 13 years with the majority of that time focused on serving individuals' needs in the areas of financial planning, investment management, retirement planning and insurance. He specializes in the area of low cost investments such as exchange traded funds (ETF) to help keep portfolio costs as low as possible. Todd holds the Certified Financial Planner™ certification as well as a Georgia insurance license.
Being clearly focused on the client relationship is essential according to Todd. "There is no substitute for getting to know the people you are working with." Through a series of conversations, Todd encourages clients to open up about their financial dreams and challenges. "There is something empowering that comes from setting a plan in motion," adds Todd.
In his personal time, Todd enjoys spending time with his wife and three boys, playing golf, fishing, and hiking. His reading list includes non-fiction accounts of survival and good fictional mysteries.
Designations/Licenses:
- Certified Financial Planner™ Professional
- Georgia Insurance Licenses - Health, Life & Variable Products
Education:
- University of Georgia - Terry College of Business
- Bachelor of Business Administration, Finance - 2000
- University of Georgia - Franklin College of Arts & Sciences
- Bachelor of Science, Biology - 1994