Todd Weiss

Wealth Management Advisor

Credentials:
Years of Experience: 12

Address: 4 Campus drive Parsippany N.J. 07054
Phone: 917-886-5653
Email: tweiss@sfr1.com
Website:
LinkedIn:

Todd Weiss has been in the financial services industry for the past 11 years. A graduate of Emory University’s Goizueta Business School, Todd received his BBA in 1990. Todd began his career at Northwestern Mutual, where he maintained national ranking in the top 1% of financial advisors. In 2014, Todd moved to Summit Financial, a large, independent investment advisory firm as well as a general agency of Mass Mutual. Since then, Todd has formed a team that works with select high net worth individuals and families focusing on both Insurance and investment planning. Todd uses Whole life insurance to create tax efficient strategies for college and supplemental tax free income in retirement in addition to traditional insurance benefits. Todd has retained over 250+ clients over his years and continues to expand his base every year.

After moving to Summit Financial in 2014, Todd has earned Mass Mutual “Top of the Council” honors which is the Top 125 Insurance Producers out of roughly 9,000 worldwide for 4 of the past 5 years (2014-2017). He was also recognized as the “Senior Associate Leader” as the Top Producing Non Shareholder at Summit Financial in 2015, 2017 and 2018. Todd is also recognized in Mass Mutual’s “Society 1851” program, which distinguishes elite advisors within the firm. Lastly, Todd has qualified for “MDRT” (Million Dollar Round Table), the premier industry association for sales professionals in the life insurance business since he started back in 2009.

Todd Lives in Tribeca New York with his wife Laurie and has 2 boys in College at the University of Michigan and University of Wisconsin.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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