Todd M. Feldman,CFP®

Vice President
Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6861
email: tfeldman@sandyspringwm.com

Todd serves clients in Rockville, Bethesda, and Potomac.

"I love communicating with clients and believe strongly in the benefits of professionally planned financial services. The positive difference a financial plan makes in the life of an individual or family is profound. My career has been built on the foundation of this belief, coupled with a commitment to excellence in developing, delivering and managing these services."

Areas of Focus

  • Total Wealth Management
  • Generating Retirement Income
  • Investment and Asset Management
  • Coordinating Comprehensive Estate and Insurance Planning

 

Background, Education & Credentials

  • Registered Investment Professional since 1996
  • Certified Financial Planner™ Professional
  • Series 7 General Securities Registration*
  • Series 63 State Law Registration*
  • Series 65 Uniform Investment Advisor Registration*
  • Maryland Life & Health Insurance Licenses
  • Bachelor of Science in Finance From The Pennsylvania State University
*Registrations held through LPL Financial
Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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