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Our financial advice team


Todd Mitman Ameriprise Financial Advisor

Todd Mitman

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Element Wealth Advisors
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Charitable Giving

Interests

  • I enjoy spending time with my wife Samantha and daughters Lily and Alex
  • My hobbies include tennis, golf, outdoors, and traveling
  • I am an avid Alabama football fan and member of the Tide Pride Organization

Community participation

  • MS Foundation
  • Georiga Cancer Society
  • Atlanta Jewish Federation
  • The University of Alabama Alumni Association
  • Tide Pride
  • March of Dimes
  • St. Vincent de Paul of Atlanta
  • Roswell North Elementary Foundation
  • CURE Childhood Cancer - Sponsor
  • The Atlanta Community Food Bank

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Five Star Wealth Manager, 2013, 2014, 2015, 2016,2018, 2019,2020
  • Ameriprise Circle of Success, 2016,2018,2019

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • The University of Alabama -B.S. Consumer Science
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