Todd Bragg joined Capital Analysts of New England, Inc. in 2004 upon graduating with honors from Bentley College, where he earned a Bachelor of Science degree in Economics and Finance. Todd started as Investment Administrator and advanced to Equity Coordinator within the Investment Department before becoming an Independent Financial Advisor in 2008. Over the years, Todd has gained valuable experience in helping to provide financial solutions for hundreds of clients while working with the top producers in the office.
He is a Registered Representative with the Financial Industry Regulatory Authority and holds a General Securities registration (Series 7), an Investment Advisor Representative registration (Series 66), Life Insurance, and Accident & Health Insurance licenses. Todd's areas of specialization include asset management, portfolio design, retirement planning, lifetime income planning, education planning, and estate planning.
Todd believes in building lasting relationships with his clients and providing them with the services they need to achieve their short-term and long-term financial goals. His goal is to provide excellent service while assisting his clients in reaching financial independence.
For more information, please visit Marshall Wealth Management.
Marshall Wealth Management is independent from and not affiliated with Lincoln Investment and Capital Analysts.