Professional

A graduate of the University of North Carolina at Chapel Hill with a BS in Business Administration, Todd began his career in the financial services industry in 1991.  His original goal was to go to MBA School, but Todd soon realized his greatest joy came from working with clients. Since that realization, he changed his life and never looked back. In 1996, he reorganized his practice and became affiliated with Northwestern Mutual.  In 2012, Todd completed his Masters degree in Financial Services from the American College. In 2014, Todd was named NAIFA-NC Advisor of the Year and added Fee-Based Planning to his reportoire.


Professional Organizations:

 

NAIFA

Todd has been a leader & member of the National Association of Insurance and Fincial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and to promote the ethical conduct of our members. Todd believes this is critical to better serve clients and the industry. Currently he serves as a trustee, travelling to DC and other states when necessary to ensure that the interests of clients are protected.

 

LEHP

Todd is also a part of Leading Edge Healthcare Professionals, a diverse group whose members specialize in working with Physicians and Dentists. Currently Todd is serving on the board as Treasurer for the organization.


Professional Markets:

We work with many diverse professional clients but specialize in the following markets:

Medical professionals:

Insurance and disability planning, retirement strategizing and cash flow analysis. 

Business owners:

Growth and succession planning, asset management, and employee benefits


Interviews and Publications:

Todd Grantham's article Window Closing to Maximize Social Security Benefits Using Popular Strategy featured in OutreachNC Magazine.

Click here to read the full story.

 

Todd Grantham interviewed on Business Confidential Now for BlogTalkRadio

Will your business be able to continue without you? Will you be able to cash-in without the business crashing in?

Discover how craft a seamless business transition and achieve your goals. Click here to listen as Hanna Hasl-Kelchner interviews guest, Todd Grantham, Wealth Management Advisor, who heads up a full financial planning team at Northwestern Mutual.


Featured Accolades:

2014 NAIFA-NC Advisor of the Year

2014, 2015 Million Dollar Round Table-Court of the Table Honors

CERTIFIED FINANCIAL PLANNER™ (CFP®)  
Chartered Life Underwriter (CLU®)  
Chartered Advisor for Senior Living (CASL®)  
Chartered Special Needs Consultant (ChSNC®)  
Chartered Financial Consultant (ChFC®)  
Masters of Financial Services (MSFS)  
Accredited Estate Planner (AEP®)   

 


 

 

Todd G Grantham, CFP®, ChFC®, CASL®, MSFS, ChSNC
Wealth Management Advisor


Grantham Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck