Todd Showalter
Todd joined Wells Fargo Advisors in 2016, with almost 25 years of wealth management and capital markets experience. Todd has worked extensively with entrepreneurs, corporate executives, private equity partners, and family offices focusing on concentrated wealth management, asset allocation, investment selection, hedging/monetization strategies, and estate investment planning. Prior to joining the Firm, Todd was a Director in Credit Suisse’s Private Banking division for seven years where he co-led one of the largest teams in the Midwest (with current Wells Fargo Advisors Financial Advisor, Andy McCormick), overseeing over $1B in assets. Previously, he was one of four Senior Vice Presidents within Lehman Brothers’ Midwestern Private Investment Management group. Before joining Lehman Brothers, Todd worked as a Senior Private Client Advisor at Banc of America (previously Montgomery Securities) for four years. Prior to Banc of America, he worked in Institutional Sales & Trading at Mesirow Financial for eight years. Initially, Todd was a fixed income trader at Society National bank. Todd has been named one of Forbes Best- in- State Wealth Advisors in 2020, 2021, and 2022.
