CFP, CRPC, CIMA Senior Vice President – Wealth Management, Starkey Wealth Management Group
Everyone needs an experienced Financial Planner to help them navigate into and throughout their retirement. “I cannot imagine working and saving my whole life without a written financial plan detailing exactly how to make my money last for a 30+ year retirement,” said Todd J. Starkey, Senior Vice President – Wealth Management at Starkey Wealth Management Group.
To help achieve the financial goals of clients, his dedicated team employs a rigorous process that includes a written financial plan, quarterly financial reviews and disciplined investing. With a combined 50 years of investment experience, advanced designations and continuing education, Starkey Wealth Management Group remains on top of their game, always researching new products and services to benefit their clients.
Starkey Wealth Management Group is committed to their clients and their financial success, many times working with three or four generations of the same family. From college planning to long-term care, the company helps find solutions to every generation’s financial challenges.
709 S. Harbor City Blvd., 5th Floor Melbourne, FL 32901
(321) 722-5438 Direct • (800) 456-6770 Toll Free
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S. Chartered Mutual Fund CounselorSM and CMFC® are registered service marks of the College for Financial Planning®.