, Senior Wealth Advisor
1777 Sentry Parkway West, VEVA 14, Suite 102,
Blue Bell, PA 19422
Todd Lermitte guides clients on the path to financial success through thoughtful financial planning and tailored investment management. By getting to know each client’s personal situation, Todd works with clients to develop a financial road map that gives them confidence as they progress toward their goals and enter different stages of life.
Todd sees his role as a personal CFO for his clients, coordinating with attorneys and tax professionals to provide clients a comprehensive wealth management experience.
Todd brings 7 years of experience working with individuals, families, and non-profit organizations. Prior to joining Dakota Wealth, Todd was a financial advisor with Foundations Financial Partners. Prior to joining the financial services industry, Todd immersed himself in the world of golf. His entrepreneurial spirit and love for the sport inspired him to become a member of the PGA. As a PGA member, he discovered his passion for teaching and helping others achieve their goals.
Todd has a bachelor’s degree in Psychology from the James Madison University. He currently resides in Abington, PA with his wife Hannah and son. They enjoy golfing, fishing, and traveling.