Specialties
About Me
I'm an Army brat who had the good fortune to live all over the US and overseas as a kid and developed a passion for travel and adventure as a result.
Now as an advisor, I get to help clients map out plans to achieve their bucket and wish list goals. I’m part of an amazing team focused on helping people create financial security for themselves and their families. We do this through a process of discovery to help our clients visualize and prioritize their goals, then develop an individualized plan for achievement. The first step is often the hardest, but putting plans into action is incredibly empowering and liberating from the anxiety created by putting off what you know must be done.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, CLU, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Todd G Whitley uses Upstate Legacy Planning Group as a marketing name for doing business as a representative of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Upstate Legacy Planning Group and Northwestern Mutual Private Client Group are not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Todd G Whitley is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Investment advisory services provided as an Advisor of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI, a subsidiary of NM and a federal savings bank. Investment brokerage services provided as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. There may be instances when this agent represents companies in addition to NM or its subsidiaries.