Todd W. Anderson, AIF®
Retirement Plan Advisor
Todd leads FMG’s 401(k) and Retirement Planning Team. The team’s goal is to help the employees of each customer retire successfully. Todd’s major focus is to ensure our customers have the proper Qualified Plan in place at a reasonable cost structure, and to provide their employees with the necessary retirement education tools. Todd’s experience will add value to your business, your trustees and to your employees. FMG is a leader in the Retirement Plan industry and we are proud to have Todd at the helm of the FMG Retirement Planning Team.
Todd has been a Registered Representative with our broker dealer, Kestra Investment Services, LLC, since 2003. Prior to joining our team in Worcester, he was a supervisor and manager with Partners Financial Group in Cambridge, MA. Previously, he spent 7 years as the Operations Manager and General Securities Principal for the Retirement Plan Division of PNC Bank (PFPC Global Fund Services).
Todd received his Bachelor of Science degree in Business Administration/Management from Pensacola Christian College, Pensacola, FL and has taken several advanced courses in Taxation.
Todd is a lifelong resident of Central Mass, and lives in Westminster with his wife and their two sons.