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Mission Statement

Todd’s mission is to help his clients and their families improve their financial lives. He does this by helping them manage complex financial issues, using a unique approach to investing, building and managing wealth throughout the various stages of life.

Process

Understanding You: Understanding where you are in your stage of life and your future goals enables us to provide the options and solutions to guide you appropriately.

Charting Your Life Plan: Todd's passion centers on helping clients develop a road map to achieve their goals.

Evaluating Your Choices: Providing solutions and partnering with you to make logical decisions regarding your financial well-being.

Guiding Your Future: Serving as your trusted advisor, Todd develops and executes a comprehensive financial plan developing as life evolves.

Todd has intentionally built his practice around serving a smaller group of clients to maintain a high level of contact and visibility. As his client’s advocate and trusted advisor, he helps them plan and bring simplicity to the often complex world of finance and planning.

My practice focuses on total planning relative to a client or family relationship. While a key component of our practice is investment advisory services, much more focus is placed on the total picture of a client's life. Todd assists his clients with a wide range of planning concerns incorporating much more than just investments.

Specialties/Area of Expertise

Tailored Investment Solutions
• Personal, Corporate, Trust and Foundations
• Unified Managed Accounts
• Alternative Strategies

Personal Risk Management
• Family Risk Management
• Strategic Planning
• Life Insurance Review/Analysis

“Decumulation” Planning
• Retirement Guidance
• Lifetime Cash Flow Analysis
• Social Security Planning

Estate Planning Strategies
• Asset Analysis & Basic Planning
• Advanced & Complex Strategies
• Estate Planning Education

Corporate and Business Planning
• Executive Planning (Options, Benefits, etc.)
• Business Formation, Structure, and Ownership
• Business Succession Planning
• Capital Market Coordination

Family Office Solutions
• Fiduciary Solutions
• Coordinated Family Management
• Private Banking Options

Our Background

Todd D. Bernstein, AAMS®
Vice President, Financial Advisor

With more than 27 years of experience in the financial services industry, Todd has built a successful practice working with individuals and families on designing custom tailored investment/estate/business succession planning and solutions.

Raised in the Northeast, Todd has resided in North Florida since 1994. He holds an Accredited Asset Management Specialist designation (AAMS®). He has taught retirement planning classes and helps educate clients on the attributes of their investments and planning.

Todd is an active member of the Jewish community and is the recipient of the Pillar of the Community award in 2017. He has three children Adam, Lexi and Gabriela. In his spare time, Todd runs a local car club - Top Gear of Nocatee, is a member of the Alfa Romeo Club Jacksonville chapter, and was elected to the Board of Directors Florida chapter of the Maserati Club, Southeast. Music, guitars, cars, and travel combine his passions and interests, in addition to helping clients, friends, and family manage their financial dreams into reality.

Amy Barrett
Client Service Associate
Amy joined BB&T Scott & Stringfellow in June of 2017. Though a Colorado native, Amy has been in the Jacksonville area for over 16 years and graduated cum laude from the University of North Florida.

She began her finance career in 2000 with Merrill Lynch, and previously spent the last 5 years working with a large not-for-profit in Jacksonville. Amy brings to the team a diverse background concentrated on providing exceptional customer service. Amy resides in St. Augustine, where she enjoys serving her community, traveling, and spending time outdoors with her three children.

Todd Bernstein, AAMS®

Vice President
Financial Advisor

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Ponte Vedra Beach, FL

814 North A1A, STE 200
Ponte Vedra Beach, FL 32082
P: (904) 543-6267

Publications of Interest