Todd Feldman
Merit Financial Advisors
Rockville,
Maryland
Professional Profile
Call Me When
you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
Professions
Consultant
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Employee engagement/ retention
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Retirement
Exit/Transition Planning
Business Focus
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Professional Certification
CFP®, CExP™
Client Industries
Business Services
Consumer Services
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Client Results
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Chapter information
Membership
DC Metro
Chapter Leadership Role
At Large
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