Todd M. Donofrio

Todd has been a licensed Financial Advisor since 1998.  He has also been an Enrolled Agent since 2012.  Early in his career he was with two of the largest brokerage firms in the country, UBS and Morgan Stanley.   In 2006 Todd decided to start an independent firm where he knew he and his clients would be much happier.  Being a tax expert, Todd has a unique perspective on wealth management and financial planning.