Todd Davenport, CFP®, in

Todd Davenport, CFP®,

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Regional Leader at Edward Jones
📍 Charleston, South Carolina Metropolitan Area, United States

Todd Davenport is a General Partner, Regional Leader, and CERTIFIED FINANCIAL PLANNER™ professional with Edward Jones. He specializes in creating tailored financial strategies for high-net-worth individuals and business owners, focusing on pivotal life transitions. Todd holds a Bachelor of Science in Business from Presbyterian College.

As a native of the South Carolina Lowcountry, Todd is deeply involved in his community. He is an active member of the Hilton Head Island Rotary Club and works alongside his wife, Kim, at their practice. They have two children and enjoy the coastal lifestyle.

Unique fact: In addition to his advisory role, Todd leads a network of Edward Jones branch teams spanning the coast from Charleston, SC, to Savannah, GA.

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Experience
35 Years
Current Role
Regional Leader
Job Level
Senior
Location
Charleston, South Carolina Metropolitan Area, United States
Personality Overview

How Todd shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Todd cares about

Wealth Management Transitions
His practice focuses on guiding business owners and high-net-worth individuals through significant financial events and transitions.
Holistic Financial Planning
He emphasizes a collaborative approach, working directly with his clients' CPAs, attorneys, and other trusted advisors to ensure an integrated strategy.
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Career

Work history

10-2016
Regional Leader
Edward Jones
10-1990
Financial Advisor
Edward Jones
9-2013 - 9-2016
Performance Leader
Edward Jones
In the press

Media appearances

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Education
1982 - 1986
Bachelor of Science (B.S.) Business
Presbyterian College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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