R. Todd Clark
Senior Vice President—Investments
Todd has been a Sr. Vice President of Investments and a Registered Investment Advisor at Moors & Cabot since 2013. Todd has over 30 years of experience in the investment arena. Prior to Moors & Cabot he worked with Morgan Stanley for twenty years. He attended The Ohio State University majoring in Math & Marketing and has acquired numerous securities and insurance licenses throughout his career.
The mission of Todd’s practice is to help individuals, couples, and families by developing and executing financial strategies and making smart investment decisions that align with other domains of their lives.
Mr. Clark has the capabilities and resources to deliver a complete spectrum of financial services to his clients. He specializes in financial planning, retirement planning, legacy planning, stock option planning, education funding, portfolio management, fixed income strategies, and wealth protection.
A dedicated member of several charitable communities in downtown Boston, Todd volunteers for the homeless and teaches math to refugees.
• Portfolio management
• Individual retirement accounts & rollovers
o Traditional IRA, Roth, and SEP accounts
• Separately managed accounts
• Fixed income investment strategies
• Mutual fund selection
• College Funding Plans (529 Plan)
• Annuity contracts (fixed & variable)
• Covered call option portfolios
• Life & Long-Term Care Insurance
Check the background of this investment professional on FINRA’s BrokerCheck