Todd Mc Gee
About Todd Mc Gee
Todd Mc Gee is the Director of Estate & Business Planning, with extensive experience in wealth management and succession planning, based in Holyoke, Massachusetts.
Company
Todd Mc Gee serves as the Director of Estate & Business Planning at his current firm, contributing his extensive experience in the financial services industry. In this role, Todd helps clients manage their wealth and plan for succession, ensuring their financial futures are secure.
Past Role at Mass Mutual
Before his current position, Todd Mc Gee worked as the Director of Estate & Business Planning at Mass Mutual. During his tenure, he provided strategic advice to clients, helping them navigate complex financial landscapes and achieve their long-term wealth management and succession planning goals.
Expertise in Estate and Business Planning
Todd Mc Gee has extensive experience in estate and business planning. He offers clients strategic advice on wealth management and succession planning, drawing on a deep understanding of the financial services industry. His expertise allows clients to achieve their long-term goals through informed and strategic decision-making.
Professional Impact in Holyoke, Massachusetts
Based in Holyoke, Massachusetts, Todd Mc Gee contributes to the local community through his professional expertise in estate and business planning. His work in the region emphasizes his commitment to aiding community members in managing their wealth and planning for the future.
Experience in Financial Services Industry
Todd Mc Gee has a proven track record of helping clients navigate the complex financial services industry. His deep understanding of estate and business planning has enabled many clients to secure their financial futures and meet their long-term planning objectives.