Todd Hoffman, CFP®, CPM®

Todd graduated from Michigan State University, College of Business, in 1984. After graduation he joined Ford Motor Company as a dealer consultant and in 1987, he joined his family’s Marketing Company. In 1992, Todd started his career as a Financial Advisor with Raymond James Financial, and in 1995 joined Salomon Smith Barney. In 2000, Todd received his designation as a CERTIFIED FINANCIAL PLANNER™ practitioner. In 2002, Todd joined Morgan Stanley to expand his Discretionary Portfolio Management practice. In 2003, he earned the title of Wealth Advisor and in 2010 became a Senior Portfolio Management Director. In 2011, Todd received his Certified Portfolio Manager® certification from the Academy of Certified Portfolio Managers (ACPM®). In 2015, Todd earned the title of Executive Director at Morgan Stanley and was named one of the Top 400 Financial Advisors by the Financial Times*. In 2017 and 2016 Todd was named one of Barron’s Top 1,200 Financial Advisors** Todd left Morgan Stanley in 2017 to join the first Florida office of Steward Partners Global Advisory to expand his money management practice nationally and in both 2019 and 2020 he was named on the Best-in-State Wealth Advisor list for Forbes Magazine.

Todd takes pride in building his team, the Hoffman Private Wealth group into a leading practice maintaining quality relationships with clients and family.  Todd has been married to his wife Susan for over 30 years and they have two adult sons. Susan is a Partner at a law firm specializing in Family Practice. Todd also enjoys golf, fishing, snow skiing and has a special place in his heart for coaching kid’s sports. Todd has also held board positions on several local nonprofit organizations.