Todd Rowe
Principal, Senior Wealth Advisor
- Role
- Principal, Senior Wealth Advisor at Compound
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Todd Rowe
I help affluent individuals and families achieve their financial goals through a holistic…
Experience
Principal, Senior Wealth Advisor
Sep 2024 — Present · Charlotte, NC, US
Education
North Carolina State University - College of Management
Masters in Accounting, Accounting, Finance,
2007 — 2008
North Carolina State University
Bachelor of Science in Accounting, Concentration in Financial Analysis
2002 — 2006
Skills
- Investment Advisory Services
- Estate & Gift Taxation
- Personal Financial Planning
- Tax Preparation
- Investment Management
- Certified Financial Planner
- Retirement Planning
- Cpa
- Financial Reporting
- Life Insurance
- Tax Planning
- Financial Analysis
- Charitable Gift Planning
- Tax
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