Margaret M. Todd,  CFP<sup>&reg;</sup> - Financial Advisor

Margaret M. Todd, CFP®

CLU

Financial Advisor

Connelly & Moore Wealth Management of Wells Fargo Advisors

2093 Dutton Mill Road
Newtown Square, PA 19073
(610) 993-9200

General

Margaret Todd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Connelly & Moore Wealth Management of Wells Fargo Advisors in Newtown Square, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Life Underwriter

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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