Advisors

David Needham

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
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Team

Todd Morgan

Todd Morgan

Office Manager,

Client Service Manager

Qualifications

  • Todd joined Ameriprise Financial in 2008. He has a 20 year background in teaching and administration. He has a Bachelor of Arts, South Hampton College of Long Island University.
  • Todd was also a professional ice & rock and climbing guide for 30 years. He lives in Upper Jay, NY with his wife, Heather and daughter, Anya.

Roles & Responsibilities

  • Client Service Manager
  • Office Manager
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Nathan Hutchens

Intern

Personal Intro

Nate is a senior at the State University of New York at Oswego, pursuing a strong foundation in finance. He is a member of the university’s investment club, managing the healthcare sector, company research and developing stock pitches for the club. Nate competed on the D1 club hockey team, developing discipline, teamwork, and leadership skills. Outside of academics and finance, he has a passion for golf and the outdoors.

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