Todd Sargent Strasser
Private Wealth Manager at Oxford Wealth Advisors, An E.A. Buck Company
Based in Albuquerque, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Albuquerque
Industry
Financial Services
Company size
8
Contact information
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t•••••••@oxfordwealth.com
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Background
About Todd Sargent Strasser
As a Premier Banker at Wells Fargo, I leverage my skills and credentials in financial planning, relationship building, and investment management to provide personalized financial solutions to high-net-worth clients. I have over 18 years of experience in the wealth management industry, working with diverse teams and organizations to help clients achieve their financial goals and dreams. Previously, I was a Financial Advisor at Northwestern Mutual and a Vice President-Private Client Advisor at Bank of the West, where I developed and managed a portfolio of over 200 clients with combined assets of over $50 million. I have a Bachelor of Science in Applied Mathematics from the University of New Mexico, which enables me to apply analytical and problem-solving skills to complex financial scenarios. I am passionate about helping people and communities thrive financially, and I value integrity, excellence, and collaboration. I am always eager to learn new skills and perspectives, and to contribute to the success of my team and company.
Decision-makers
Other people at Oxford Wealth Advisors, An E.A. Buck Company
- ABOther
Allison Betts
Oxford Wealth Advisors, an E a Buck Company · Other
- LBManager
Lynn B. Thurgood
Private Wealth Manager · Finance & Accounting
- KGOther
Kyrie Greathouse
Oxford Wealth Advisors, an E a Buck Company · Other
- RBDirector
Rich Brady
Financial Advisor and Austin Branch Director · Finance & Accounting
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