Todd Finkel, MBA
Senior Financial Advisor, Director
Todd Finkel is a 2025 Wells Fargo Advisors Platinum Council member, ranked among the top 250 Advisors in the Wells Fargo Advisors Financial Network. As a Senior Financial Advisor, Director with Edwards Asset Management, Todd brings dedication and deep experience to help clients with a wide range of services, from helping them select individual investments to developing a retirement plan.
Todd’s career as a financial advisor has spanned over 23 years, with roles at Prudential Securities, Wachovia, and Wells Fargo Advisors. Prior to joining Edwards Asset Management, Todd served as a Managing Director at Wells Fargo Advisors.
Through his philanthropic work, Todd has become a pillar of the South Florida community. He has served his rotary club as President and Treasurer, he’s bronze sponsor of Jacob’s Shoes, and he has helped organized scholarships and fundraisers for various local non-profits. He earned a BS in Marketing from the University of Florida as well as an MBA from Florida International University.
CA insurance license number 0H34303 Resident state FL