Christina E. Todd, CFP®, CDFA®

Financial Advisor, Managing Director

With over 15 years of diversified financial industry experience, Christina (“CT”) provides customized financial planning with thoughtful and wide-ranging advice to help her clients and their families achieve their goals. Through a clear, customized, and adaptable planning process, CT empowers clients to make informed decisions, mitigate risks, and achieve their desired financial futures. She specializes in assisting individuals through life’s complex transitional periods, such as career changes, business successions, retirement, and more. CT has also been recognized as a 2025 Five Star Wealth Manager, 2025 CSP Higher Standard Honoree, 2026 Virginia Business Top 40 Under 40 Awardee, and a 2026 AdvisorHub Women Advisor to Watch, all reflecting her dedication to outstanding client service and professional excellence.*

CT stays active in her community by volunteering and supporting local nonprofit organizations such as Impact 100. She also serves as a board member for the VCU Massey Cancer Center Advisory Board and Virginia Tech Pamplin College of Business.

Experience:

  • Morgan Stanley, Financial Advisor
  • BB&T/BB&T Scott & Stringfellow, Assistant Vice President

Education/Certifications:

  • Virginia Tech, BS, Finance
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Divorce Financial Analyst® practitioner

 
*Five Star Wealth Manager, developed and tabulated by Five Star Professional. Awarded to Christina Todd in November 2025 for the period February 24, 2025 through August 1, 2025. Promotional materials fee paid. | Virginia Business Forty Under 40, developed and tabulated by Virginia Business. Awarded to Christina Todd in February 2026 based on the January 2026 application and nomination process. Licensing, royalty, promotion, and other marketing-related fees paid. | AdvisorHub’s 200 Women Advisors to Watch. Awarded to Christina Todd in April 2026 for data as of December 2024 through February 2026.