Todd Hills
Wealth Advisor at Diversify
- Role
- Wealth Advisor at Diversify
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Todd Hills
I am a registered wealth management professional with 20 years of experience. After working for two local Registered Investment Advisory firms and a Fortune 500 Investment Bank in an Operations capacity, I decided to become a investment advisor and utilize my knowledge to help individuals, families, and small businesses directly with:• Retirement Planning• Wealth Management• Tax Sensitive Investing• Education Savings• Legacy Planning• Life InsuranceDiversify, Inc. is a branch office of DFPG Investments, LLC. Securities and Investment Advisory Services offered through DFPG Investments, LLC. Member FINRA Insurances offered through Diversify Insurance, Inc.
Experience
Wealth Advisor
Apr 2022 — Present
Education
University of Utah
Bachelor of Science (B.S.), Finance
2000 — 2006
Skills
- Wrap Accounts
- Vlookup
- Powerpoint
- Microsoft Excel
- Business Process Design
- Investments
- Series 66
- Pivot Tables
- Project Management
- Subject Matter Experts
- Series 7
- Equities
- Finance
- Microsoft Office
- Risk Management
- Financial Risk
- Customer Service
- Financial Services
- Slide Decks
- Account Reconciliation
- Wealth Management
- Writing
- Portfolio Management
- Financial Operations
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