Todd West
RETIREMENT Growth • Protection • Income
- Role
- Owner at Advocate Financial
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Todd West
Todd and Amy West are owners of Advocate Financial. They provide tailored financial…
Experience
Owner
Oct 2018 — Present · FL, US
We help individuals grow and protect their retirement assets. Todd & Amy West - Retirement Advocates & Managing PartnersAs a dedicated husband-and-wife team, Todd and Amy West are passionate advocates for financial literacy. They actively engage with their local and national communities by offering complimentary financial awareness workshops, seminars, and events designed to enhance understanding of safe money strategies. Their commitment to educating individuals and organizations has led them to be featured on various media outlets nationwide.Both Todd and Amy are licensed retirement specialists through the Florida Department of Financial Services and managing partners at Advocate Financial. They provide personalized financial services tailored to clients retirement and insurance needs. Their unbiased approach emphasizes of clients needs for growth, protection, and guaranteed retirement income.Residing in Florida with their three sons, Todd and Amy remain deeply committed to both their family and their community, encouraging their children to excel in academics, sports, and service initiatives. Our Services: • Retirement Planning • IRA / Roth IRA Accounts • Fixed / Index Annuities• Life Insurance Plans• Market Protection Accounts • Financial Literacy Awareness Events Committed to the Highest Level of Professional and Financial Integrity, and to Act in the Best Interest of Our ClientsAdvocate • Protection • Income
Skills
- Coaching
- Leadership Development
- Professional Speaker & Trainer
- Customer Service
- Direct Sales
- Sales
- Mobile Devices
- Strategic Partnerships
- Sales Leadership Training
- Program Management
- Behavioral Targeting
- Applied Behavior Analysis
- Marketing Strategy
- Staff Development
- Motivational Speaking
- Strategy
- E-Commerce
- Online Marketing
- Crm
- Employee Training
- Corporate Training
- Time Management
- Personal Development
- Entrepreneurship
- Networking
- Social Media
- Lead Generation
- Competitive Analysis
- Start-Ups
- Budgets
- Training
- New Business Development
- Training Lawyers
- Telemarketing
- Management
- Team Building
- Certified Trainer
- Social Networking
- Customer Service Training
- Leadership
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