Todd Davenport, CFP®,

Examiner
DISC Type : cs

Regional Leader at Edward Jones

Charleston, South Carolina Metropolitan Area, United States

Overview

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.

Personality Overview

Process Oriented

Tough To Convince

Status Quo Seeker

Being observant comes to them naturally.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care 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.
Market & Economic Outlooks
Regularly shares insights on market trends, Federal Reserve policy, and economic forecasts for the upcoming year with his network.

Media Appearances

Todd has no verified media appearances

Work History

10-2016
Regional Leader at Edward Jones
10-1990
Financial Advisor at Edward Jones
9-2013 - 9-2016
Performance Leader at Edward Jones

Education

1982 - 1986
Bachelor of Science (B.S.) Business from Presbyterian College

More Information

Social Presence :

Prographics :

Exp : 35 Location : Charleston, South Carolina Metropolitan Area, United States Job Level : Senior Designation : Regional Leader at Edward Jones
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Todd

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Todd take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Todd

Personality Compatibility


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