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Our financial advice team


Todd A Perkins, Financial Advisor serving the Ponte Vedra Beach, FL area - Ameriprise Advisors

Todd A Perkins

Financial Advisor

Vice President
Upper Deck Wealth Management
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 23 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

  • The University of New Hampshire
  • BA Economics 1995

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor- Merrill Lynch, 1999-2010
  • Investment Associate- UBS Financial Service, 2010-2022

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Interests

Family, Boating, Cars and Horology