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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
26
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 22 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 & 2024

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

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.