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Todd Davenport, Financial Advisor

FINANCIAL ADVISOR
Todd Davenport

CFP®, ChFC®, AAMS™, CRPC™
210 S Cedar St Suite 1, Summerville, SC 29483opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

About Todd

As an Edward Jones financial advisor, I have been helping select individuals and families achieve that which is most important to them since 1990 when I opened our first Summerville office. Our team utilizes an established process which helps clients articulate, design and achieve their most important financial goals. Our process is based on personalized financial strategies which focus on growing, managing, preserving and transferring client wealth through the generations. As we partner with our clients over their lifetime, we aim to remove anxiety, add happiness and security, while reducing complexity.

In order to better serve my clients, I earned my...

Work History

  • Edward JonesJuly 1990 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Presbyterian CollegeBachelors

Personal Interests

  • Cycling
  • Skiing
  • Spending Time with Family
  • Traveling
  • Triathlons

Team Members

  • Amanda Davis
    Registered Branch Associate
  • Linda Roumillat
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(843) 851-1840

Fax

(888) 233-9775

Office Address

210 S Cedar St Suite 1
Summerville, SC 29483opens in a new window

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