Todd M. Smith
Retirement Planning Specialist

Welcome! As a financial professional with  AXA Advisors, LLC and an active member of the Basking Ridge, NJ community, I am dedicated to helping individuals and businesses build their financial futures.

Qualifications
To stay on top of my field and develop my professional skills over my 20 year career, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

• FINRA Series 7 – General Securities Representative
• FINRA Series 63 – Uniform Securities Agent State Law
• FINRA Series 65 – Uniform Investment Advisor Law
• FINRA Series 24 – General Securities Principal
• FINRA Series 53 – Municipal Securities Principal
• Life Insurance - Producer License
• Health Insurance - Producer License

My academic achievements include:

• Bachelors of Business Administration at the College of William and Mary in Williamsburg, VA

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

I have a diverse clientele of individuals and businesses with financial needs and goals ranging from basic insurance and investments to pension plans and complex estate planning.

 Approach
Each of my clients has unique financial goals. For this reason, I have a collaborative approach to financial strategies. Rather than simply recommending a mix of unrelated products, I will consider your specific financial goals and investment objectives. Working together, we can formulate a suitable strategy to help you achieve your goals. Then, as a registered representative of AXA Advisors, LLC, and and agent of AXA Network, LLC and its subsidaries,  I will recommend the appropriate products and services to help you execute your strategy.

Commitment
I am committed to the wealth accumulation, preservation and transfer needs of multi-generational clients including: business owners, corporate executives, professionals, investment bankers and the already financially independent.

Let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home Page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let us work together to help you build a more secure financial future.

My wife Margaret and I currently live in Basking Ridge, NJ with our sons Hunter and Pierce.

Thank you for visiting.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.