For over 30 years, Todd Seymour has provided estate, investment, financial and tax preparation/planning services to clients. A second-generation Floridian, Todd obtained his Bachelor of Science degree in Accounting with a minor in Finance from the University of South Florida and has worked in every financial field available during his 30-year career. He holds the Enrolled Agent designation from the Department of Treasury allowing him extensive tax planning and preparation knowledge which is essential to helping clients both plan for retirement and withdraw funds during retirement using sophisticated tax strategies keeping taxes to a minimum.
Beginning his career in accounting/auditing, Todd knew his passion was more towards the financial side when dealing with clients. It was soon he started his own tax practice at age 20 while enrolled at the University of South Florida. He then went to work for an estate planning law firm and worked for over 22 years obtaining priceless knowledge on estate plans, trusts and wills along with the most important aspect, estate structuring for distribution to beneficiaries. Afterwards, he went to work with a financial team at both Morgan Stanley and Raymond James before deciding to create his own financial firm allowing him to utilize all his financial expertise under one roof to assist clients in all aspects of their financial affairs. Born in St. Petersburg, he is married to his wife Erika (who also works in the office) and has 5 children and 4 dogs. He loves traveling in his RV around the country, boating, golfing and most importantly, spending time with family.
Series 7, 66, Life and Variable Annuity Licenses
We utilize Charles Schwab & Co Inc as Custodian of Assets
Enrolled To Practice Before the Internal Revenue Service