Todd Weiss in

Todd Weiss

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Wealth Management Advisor at Summit Financial
📍 New York, New York, United States

Todd Weiss is a Wealth Management Advisor at Summit Financial, where he focuses on tax-efficient investment and insurance strategies for high-net-worth families. A graduate of Emory Universitys Goizueta Business School, he has been recognized by Forbes and MassMutual for his performance, growing his teams revenue sixfold since 2014.

Outside of work, Todds team is involved in community events, participating in fundraisers like the Making Strides Against Breast Cancer Walk. He appears to appreciate local businesses, having recently stopped at a family-owned orchard in the Berkshires while traveling for business.

Unique fact: In 2023, he was one of only 16 advisors nationwide (out of ~6, 500) to be named to MassMutual’s “Chairman’s Club”.

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Experience
18 Years
Current Role
Wealth Management Advisor
Location
New York, New York, United States
Personality Overview

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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

Tax-Efficient Investing
This is a core part of his professional value proposition, mentioned in both his headline and his primary focus at work.
Whole Life Insurance
His professional summary explicitly notes an emphasis on using whole life insurance as a key financial planning tool for his clients.
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Career

Work history

6-2014
Wealth Management Advisor
Summit Financial
1-2007 - 5-2014
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
1986 - 1990
BBA
Emory University - Goizueta Business School
Social presence
in
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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