Growing up in Southern Indiana, near Louisville, my parents supported the idea of “You get what you work for!”. I have always been a self-starter. I worked my way through high school and college. Along the way, my father passed when I was 17. This was the precedent that motivated me to aspire to a higher level: for his memory and his legacy.
Going to a private college (Centre College), sprung me into life-changing events. Once out of college, I passed my Series 7 exam and started my professional career at the age of 23. With ambitions of working on Wall Street, I headed west to the Bay Area and found my calling. (Current Registrations: Series 7, 24, 53, 63, 66 / Life & Health & VA.)
Being a former athlete, I love ALL sports. However, I excelled in a couple. I held (HS) records in Football and in Track and Field. This gave me the drive for success. With good mentoring, this determination gave me the tools to be fearless in the face of adversity. My thought process was now different from my youth and my ambition now was to live the dream that I envisioned.
I got a few lucky breaks. Working as a FR or Registered Representative, my career really took off when I took a career job with Banc of America Investments Services. The other lucky break was to find my wife (1988) - Penny. She was a career banker and as a team we represented Wells Fargo and BofA. What a couple! Banking and Investments - I think we were ahead of our time.
Hard work and an ability to convey complex subjects into simple ways of understanding gave me an edge. I became a Vice President at the age 35. I worked with all types of clients: business owners, doctors, lawyers, CPAs, HMOs, Non-Profits and Fraternal Religious Organizations. After completing advance study, I felt my services were attractive to all clients. I was successful in building long lasting relationships that I still own and control today.
As a Wealth Management Advisor, I focus on helping clients develop unique solutions to protect their families and their incomes, protect their assets, help grow wealth and do it tax efficiently. I also created cash flow income through retirement distribution and help transfer wealth to future generations. This is done using the sophisticated wealth strategies, legal structures, tax strategies, contract law and beneficiary law. Be mindful: We don’t give tax or legal advice. But we are trained on the outcomes of such vehicles and work closely with CPAs and Lawyers to derive the proper outcome.
My career has been demonstrated by a clean compliance record and many product and service awards. I am lucky to know at young age that I wanted to make a positive impact in the lives of my clients. I continued to build my business as a Wealth Management Advisor addressing protection needs, portfolio management, complex retirement plans and distributions, wealth transfers and estate planning.
If you are interested in discovering more. Please reach out to me at Todd.Conway@westpacwealth.com. Or call my cell phone at 510-908-1316.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. WESTPAC WEALTH PARTNERS is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0A12565| 2022-136492 Exp. 04/24 | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.