Todd Mills, CFP®Executive Managing Direct Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Todd Mills works with successful individuals to help them realize their wealth and retirement goals. With over 15 years of experience as an advisor, Todd works closely with his colleagues and clients’ external advisors to provide thoughtful investment and wealth management solutions, incorporating each client’s investment objectives with retirement, philanthropic, estate and tax planning strategies.
Todd served as Senior Client Advisor at Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. Boston Private Wealth acquired Banyan Partners in 2014. Prior to joining Silver Bridge, Todd was a Senior Relationship Officer with Fidelity Investments’ Portfolio Advisory Services Group where he was responsible for managing high-net-worth clients’ portfolios with assets totaling approximately $750 million.
Todd holds the CERTIFIED FINANCIAL PLANNERTM professional designation and earned a MS in Finance from Northeastern University and a BA in History from Trinity College. He is a member of the Financial Planning Association, the Boston Estate Planning Council and the Essex County Estate Planning Council. Todd is a husband and father of two and lives in Beverly Farms, MA. He enjoys traveling, golf and hockey.