Born and raised in Huntersville, North Carolina, Nick Todd has always been connected to the greater Charlotte area. During his time at Clemson University, he studied Marketing and Psychology. Going into his Senior year, Nick had the opportunity to be a part of Consolidated Planning's inaugural internship class. It was there in the Charlotte office where he met Keith Taylor with Centerpoint Wealth Strategies. Together, they valued the importance of the psychology of money and understanding the way people think about their finances.
As a Financial Advisor at Centerpoint Wealth Strategies, Nick specializes in helping clients achieve their financial goals through personalized planning and investment strategies. With a focus on education and client-centered care, Nick strives to replace fear and confusion with confidence and clarity.
In his free time, you might find Nick on the golf course or back in Clemson, South Carolina supporting the Tigers. Nick also enjoys participating in adult soccer and basketball leagues, watching movies, and spending time with friends and family. Additionally, Nick is actively involved in the community with the Charlotte Clemson Club, Lake Norman Young Professionals, and coaching youth basketball and baseball in Huntersville.