Charlie Todd, CIMA®, CFP®

Charlie has been assisting clients with their investments and retirement plans since 1980. After receiving his Bachelor of Science degree in Business Administration from Indiana University's Kelly School of Business, Charlie moved to Fort Myers to work for Dean Witter Reynolds as a financial advisor. 

In 1987 Charlie studied with the College of Financial Planning and earned the designation of Certified Financial Planner. CFP. Two years later, in 1989, Charlie took classes at the Wharton School of Business  University of Pennsylvania, receiving the designation of Certified Investment Management Analyst®. CIMA. In 2005 Charlie was honored to be receive The Falcon, Morgan Stanley 's highest achievement award. In 2006, Charlie joined UBS as a Senior Vice President and Senior Portfolio Manager. 

He now serves as Managing Partner & Senior Portfolio Manager at 1280 Financial Partners.

Charlie has been president of the Southwest Florida Soccer Association for over 10 years and also managed the Lee County Strikers, a local soccer club for over seven years. Charlie is active in the community and has served on the board of directors for the Boys and Girls Club of Lee County for over 17 years. Charlie lives in Fort Myers with his wife Patty, and together they have 10 children and seven grandchildren. In Charlies free time he enjoys playing basketball, gardening, and traveling.