Todd Bryant, CFP®
Financial Planning for Life's Milestones
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Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Todd Bryant, CFP®
Todd Bryant is a Brevard County, Florida native and graduated from the University of Central Florida (UCF). While at UCF, he majored in marketing, minored in sports business management, and held seven different internships/externships. It was through his first internship in 2005 that Todd developed a passion for helping people make smarter decisions with their money. Upon graduation, he dedicated his career toward guiding business owners, pre-retirees, and busy executives toward preparing financially for life's milestones. As a founding partner of Signature Wealth Partners, Todd is able to fulfill these promises to clients.Todd devoted many years toward furthering his education to develop his expertise in his field. He is a Certified Financial Planner® practitioner (CFP®)*, Accredited Investment Fiduciary® (AIF®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). He holds the Series 6, 7, 63 and 65 investment licenses and the 2-15 insurance license.
Todd has always firmly believed in staying active and giving back to his community. He currently serves on the UCF Alumni Board where he is the chair of the Engagement Committee and sits on the Executive Committee. He is involved with the Shareholder Society with UCF Athletics and is a former chair and current mentor with the UCF College of Business Mentorship Program, where he has been involved since its inception. He also mentors students from Michigan State University’s Wealth Management Program.
Todd served for 12 years on the Citrus Club Board of Governors and is a part of Citrus Toastmasters. He is active in his children’s school, Foundation Academy, holding seats on the Auction Committee and FA Professional Network. He is also part of the Executive Exchange of Central Florida. Previously, Todd co-founded the Citrus Club Leadership Alliance’s Inspirational Influencers Speaker Series and was a founding member of the UCF Med School Classic Golf Tournament. He previously held roles on the bridge builders committee of City Year Orlando, the finance committee of Habitat for Humanity Greater Orlando, and the board of Tri County Youth Sports.
In 2023, Todd became a published author with the release of the book he co-authored: "More Than Money: Real Life Stories of Financial Planning". Todd joined forces with other advisors from around the globe to bring a collection of inspiring true stories of how real-life clients have applied financial planning to derive tangible results that changed their lives.
He also enjoys public speaking. On multiple occasions, he has been the Keynote Speaker for the National Society of Collegiate Scholars at UCF and in 2018, advanced to the Florida Districts in the 2018 World Championship of Public Speaking. This put him in the top 1,000 of 345,000 eligible Toastmasters worldwide**.
In 2021 and 2023, he was a guest speaker for UCF’s Spring Commencement Ceremony. Also in 2023, he appeared on the Nasdaq web series "Queue And A" from the Nasdaq world headquarters at MarketSite in Times Square.
Todd was awarded an “Honorable Knight” award at the 2020 UCF College of Business Hall of Fame Gala* and included in the Orlando Business Journal’s “40 Under 40” List for 2020***. In 2024, Todd was named one of the nation’s “Rising Stars” by InvestmentNews****.
He is a graduate of the inaugural Orange County Bar Association's Leadership Law and Leadership Orange through Orange County Public Schools. Todd devoted every other Saturday morning from 2005 to 2014 to tutoring and mentoring elementary-aged children from the Parramore area through Outreach Love, Inc. He sat on their board for over a decade and recruited countless other tutors to join. He now works with Eight Waves, a local charity with an ambitious goal of opening a new Children’s Museum in Central Florida.
Todd met his wife, Lindsey, while attending their last semester at UCF. They got married in 2012 and have a daughter named Cambrie and son named Colton. They enjoy traveling, kid’s activities and driving their UCF-themed golf cart around Downtown Winter Garden.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
**This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement and may not be representative of individual clients' experience. Raymond James is not affiliated with Toastmasters nor the University of Central Florida College of Business.
***2020 Orlando Business Journal 40 under 40 – Nominations are done by the companies’ accounting firm, public relations firm or self-nomination. The judges whittled the list of candidates to 40 out of over 200 candidates. Candidates had to demonstrate business success, community involvement, leadership ability and influence on the region, public policy or quality of life. All winners must be under the age of 40 and from one of the following counties: Orange, Seminole, Osceola, Lake, Volusia or Brevard. Investor experience and/or returns were not considered for this selection. This recognition may not be representative of any client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Orlando Business Journal.
****Each year InvestmentNews recognizes industry professionals under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 as of November 30, 2024. Over 400 nominees were considered and 85 were chosen to receive the award in 2024. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. This ranking is based upon the period from 07/1/2023 to 07/1/2024 and was released on 11/20/2024. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Affiliations
-
CFP Board
- The AGC
Primary Location
446 W. Plant St Winter Garden FL
Additional Locations
📍 7380 Sand Lake Road Suite 405 Orlando, FL 32819
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Signature Wealth Partners
At Signature Wealth Partners, our mission is to guide families and professionals and remove the burden of short and long-term financial planning. We take complex investment strategies and communicate them in a way that you’ll understand so that you can make educated decisions about your future.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Signature Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Important Disclosure Information: http://raymondjames.com/smicd.htm
Education
University of Central Florida, Marketing, Business
Volunteer Experience
Every other Saturday morning for 10 years, I volunteered as a Tutor/Mentor for at-risk elementary-aged children in the Parramore area of Downtown Orlando as part of Outreach Love, Inc. In total, I spent almost 20 years with them as a tutor, mentor, and board member. I now volunteer and serve through other organizations like UCF, Foundation Academy, Eight Waves, and Michigan State University. For additional volunteering, please see my bio.
Hobbies and Interests
- Basketball
- Beach
- Church
- Eating Out
- Exercising
- Family
- Football
- Golf
- Movies
- Music
- Pickleball
- Sports
- Traveling
- Volunteering
- Walking
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View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Christians
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Physicians
- Professional Athletes
- Sales Professionals
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