Todd Feldman - UBS Financial Services Inc. is a leading wealth management firm based in New York, NY. With over three decades of experience in the financial services industry, Todd and his team of dedicated Financial Advisors are committed to helping clients organize their finances and achieve their short-term and long-term goals. Their comprehensive services include financial planning, retirement planning, legacy planning, investing, cash management, and securities-backed lending. Todd's personalized approach ensures that investment plans are tailored to each client's unique lifestyle and aspirations. Recognized as an industry leader, Todd Feldman has been named to Forbes' Best-in-State Wealth Management Teams in 2023 and 2024.
As a licensed health counselor with the American Association of Drugless Practitioners, Todd is passionate about helping people simplify their lives. In his free time, he enjoys kiteboarding, snowboarding, and mountain biking with his three sons, as well as exploring flea markets. Todd divides his time between New York City and southern Vermont. With a focus on building strong relationships and providing knowledgeable advice, Todd Feldman - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of today's markets and seize opportunities for financial success.
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