Professional

After graduating from the University of North Carolina at Chapel Hill with a BS in Business Administration, I began my career in the financial services industry in 1991. My original goal was to work towards an MBA, but I soon realized that my greatest joy came from working with clients. A longtime wrestling coach, I already knew how much I loved helping others achieve their goals. With finance, I realized I could use my coaching experience in my profession, and help clients achieve their financial goals. Since that realization, I changed my life and never looked back. In 1996, I reorganized my practice and became affiliated with Northwestern Mutual.  In 2012, I completed my Masters degree in Financial Services from the American College. In 2014, I was named NAIFA-NC Advisor of the Year and added Fee-Based Planning to my reportoire. Today, I am proud of my team and the work that we do to improve the financial lives of our clients.


Professional Organizations:

NAIFA

I have 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. I believe this is critical to better serve clients and the industry. Currently I serve as a trustee, travelling to DC and other states when necessary to ensure that the interests of clients are protected.

LEHP

I am also a part of Leading Edge Healthcare Professionals, a diverse group whose members specialize in working with physicians and dentists to help their practice improve and grow. Currently,  I am serving on the board as Treasurer for the organization.


Professional Markets:

I 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 strategies, and employee benefits


Interviews and Publications:

Interview 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