Todd Schroeder

Background

About Todd Schroeder

By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** At TRACK Wealth Management, we focus on serving successful executives with demanding careers through onsite, one-on-one wealth management and proactive financial guidance. We make a point of understanding the details of your situation, and we recognize the benefits and complexities that come with acquiring a large concentration of company stock. Working primarily with corporate executives, we help to fully coordinate the often-complex details of our clients’ financial lives. Our process involves coordination of investment management, risk management, equity compensation plans and trading windows, deferred compensation and benefits, and comprehensive planning for what’s next. We bring the same experience, expertise and dedication to our work with all of our clients—the business owners, individuals and families who also count on us. We work as a team, committed to a relationship that’s relevant to your life and focused on your financial success.**Registered States**AZ,CA,CO,FL,IN,MA,MI,MN,MO,NY,OR,SC,TX,UT,WA,WI are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**