Adam Todd

Adam Todd

Registered Representative*

Adam Todd joined Feliciano Financial Group in June of 2010 as an advisor. The last 10 years, he has worked with individuals, families, and businesses, in planning all areas of their financial lives. Adam has an undergraduate degree from the University of Dallas in Irving, TX, and holds the FINRA Series 7, 6, 63, and 65 registrations, as well as, the General Lines - LAH Insurance License. Adam practices in all areas of personal and business finance, and specializes in helping families plan for and navigate through major financial decisions and stages in their lives. Areas of expertise include: income planning in retirement, building investment portfolios that align with client goals, developing strategies for charitable giving, planning around children and education, learning to handle financial decisions as a married couple, and preparing for the unexpected loss of a job or a death in the family.

Adam’s work as a financial advisor and his passion for cultivating strong marriages and families has driven him to learn more about the areas of stewardship and generosity as they are understood in the Christian tradition. Both of these concepts play a vital role in the perspective that Adam brings to financial planning. Over the past several years, Adam has been asked to speak to church and non-profit groups on issues such as "Marriage and Money," "Charitable Giving," and "Faith-Based Financial Planning."

Adam and his wife, Jodi, are actively involved in several ministries relating to marriage and family at the Cathedral of the Immaculate Conception Catholic Church in Tyler. Adam and Jodi coordinate the Cathedral’s Marriage Preparation Program, which pairs engaged couples with experienced married couples, to work through issues such as communication, finances in marriage, and many other areas. Additionally, Adam and Jodi teach regular classes at the Cathedral on Natural Family Planning.Adam and Jodi reside in Tyler, TX. Over the past ten years of marriage, they have been blessed with four amazing children: Anthony, Ava, Paul, and Annmarie.

*Adam Todd is an Investment Advisor Representative of and offers securities and investment advisory services through Lion Street Financial, LLC., Member FINRA, SIPC and Registered Investment Advisor.

 

  • Holistic Planning
  • Health Insurance
  • Retirement Planning
  • Life Insurance
  • Long Term Care Planning
  • Crisis Management
  • Tax Planning
  • Estate Planning
  • Wealth Planning
  • Business Planning
  • Benefits for Employees
  • Employee Advocacy
  • Estate Planning
  • Wealth Planning
  • Life Insurance
  • Estate Planning
  • Wealth Planning
  • Life Insurance
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