With more than 16 years of experience in the financial services industry, Todd Weiss focuses on investment and insurance planning strategies, with a special emphasis on leveraging whole life insurance as a tax-efficient approach.
Todd began his career at Northwestern Mutual in 1990 after graduating from Emory University’s Goizueta Business School with a Bachelor of Business Administration degree. At Northwestern Mutual, he consistently ranked in the top one percent of financial advisors nationwide.
Todd joined Summit Financial — one of the nation’s preeminent investment advisory firms — in 2014 after his successful tenure at Northwestern Mutual. At Summit, Todd has built a team dedicated to high-net-worth individuals and families, leading the team to grow revenue sixfold.
Todd’s performance has garnered him numerous accolades, most notably the prestigious distinction as a member of MassMutual’s 2023 “Chairman’s Club,” awarded to 16 out of approximately 6,500 advisors across the nation. He was fourth in total insurance premiums and eighth in total first-year commissions.
Additional recognitions for Todd include being ranked by Forbes as a “Best-In-State Top Financial Security Professionals” for the past four years (2022 to 2025); named one of MassMutual’s “Top of the Council” as a top 125 Insurance Producers in the country for 10 out of the past 11 years (2014 to 2025); awarded the “Exceptional Level of In-Force (ELIF)” recognition from MassMutual (2023); and honored as “Top Insurance Advisor” at Summit Financial (2023 and 2024).
As further testament to Todd’s extensive knowledge in financial services, he is certified in Life Insurance, Disability Insurance, and Long-Term Care Insurance, and he also holds a Series 7 and a Series 66 license. He is also a member of the Finseca Forum 400, an exclusive community of leading insurance producers from around the country. Additionally, he is part of the AAX Life Product Committee at MassMutual, working with select advisors, general agents, and home office employees to introduce new products that benefit both MassMutual and the advisors.
Beyond work, Todd and his wife, Laurie, have been happily married for 30 years and reside in the TriBeCa district of New York City. They enjoy traveling, trying new restaurants, and attending numerous sporting events (Go, Yankees and Knicks!). Todd and Laurie are proud parents of two sons, who also live and work in Manhattan.
Todd’s commitment to excellence and client service has made him a much-sought-after advisor, with more than 300 clients trusting him for over a decade. He remains dedicated to his long-term clients while welcoming new clientele.
