James Todd, CFP®, CTFA
Assistant Vice President & Wealth Strategist
Jim is an Assistant Vice President and Wealth Strategist with Kanaly Trust. He is responsible for developing comprehensive financial planning solutions for clients, working as a team member with a Relationship Manager and a Portfolio Manager.
Jim joined Kanaly in 2012 and brings over twenty years of experience in the field. While Jim is experienced in all areas of financial planning, his area of concentration is life insurance and the strategies utilizing life insurance as a tool to achieve a client’s financial goals.
Prior to joining Kanaly, Jim worked with USAA Financial Services, which he joined in 2007 as a Wealth Manager, managing 230 relationships with over $150 million in assets. In 1997, Jim was Owner/Managing Partner at Hegwood and Todd, LLC, where he built a business with over 100 relationships and $40 million in assets.
Jim is a member of the Financial Planning Association (FPA) and the Houston Estate and Financial Forum (HEFF). In 2015, Jim was asked to serve on the Texas Trust School Advisory Board, the organization dedicated to offering trust and trust administration education throughout the state. He has also been involved with multiple charities, including Meals on Wheels, while living in South Carolina.
Jim graduated from the University of Kentucky with a BS in Electrical Engineering. He is a Certified Financial Planner™ practitioner and obtained his Certified Trust and Financial Advisor (CTFA) designation in July 2014.