Todd Bryant, CFP®, AIF®, ChFC®, CLU®

Todd Bryant, CFP®, AIF®, ChFC®, CLU®, is a founding partner at Signature Wealth Partners in Orlando, FL, where he helps business owners, pre-retirees, and retirees plan financially for life’s milestones. A Florida native and proud University of Central Florida (UCF) graduate, Bryant holds multiple professional designations and licenses, including the Certified Financial Planner® certification*. He has continued his education through the American College of Financial Services to deepen his expertise and better serve his clients. 
 

Bryant is a published author, having co-authored More Than Money: Real Life Stories of Financial Planning, a collection of true client stories showing the impact of thoughtful financial guidance. In 2023, he was featured on the Nasdaq web series Queue & A, filmed at the Nasdaq MarketSite in Times Square. He’s also a regular financial contributor on Fox 35 Orlando’s Late News at 11pm. 

 

Recognized for his leadership and service, Bryant was named to the Orlando Business Journal’s 40 Under 40** and honored as an Honorable Knight by UCF’s College of Business Hall of Fame. In 2024, he was named one of the nation’s Rising Stars in Wealth Management by InvestmentNews***. 

 

Deeply committed to giving back, Bryant serves on the UCF Alumni Board and is active in his children’s school (Foundation Academy), UCF and MSU Mentorship Programs, Winter Garden 100, and several other nonprofit and community organizations. He has also been a featured commencement speaker at UCF and advanced to the World Quarterfinals of the 2018 World Championships of Public Speaking®****. 

 

Bryant lives in Winter Garden, FL, with his wife, Lindsey, and their two children, Cambrie and Colton. They enjoy traveling, school activities, and cruising around town in their UCF-themed golf cart. 

 

 
*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. 

 

**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 with regard 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. 

 

****This ranking is not based in any way on the individual’s abilities with regard to providing investment advice or management. This ranking is not indicative of the 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.  

 

Todd Bryant, CFP®, AIF®, ChFC®, CLU®
Displaying 9 results
Building the Next-Generation Advisory Team Starts With Balance
EXPERT ADVICE APR 27, 2026
Building the Next-Generation Advisory Team Starts With Balance

Technology is changing how we operate, but people still define the client experience. The firms that scale effectively will be the ones that get both right.

Prospecting Can Be Fun: How not to become “the Roth IRA guy”
EXPERT ADVICE MAR 13, 2026
Prospecting Can Be Fun: How not to become “the Roth IRA guy”

If prospects see you as “that Roth IRA guy,” it’s time to change your approach. Learn how Todd Bryant, CFP®, wins clients by simply showing up where he truly belongs.

18 Touchpoints a Year — How I Think About Client Communication (Without Overdoing It)
EXPERT ADVICE FEB 13, 2026
18 Touchpoints a Year — How I Think About Client Communication (Without Overdoing It)

What’s the real reason clients switch advisors? Todd Bryant, CFP®, shares how 18 thoughtful touchpoints a year can quietly build trust, loyalty, and confidence.

The Escalator and the Yo-Yo — How I Set Client Expectations in Volatile Markets
EXPERT ADVICE JAN 13, 2026
The Escalator and the Yo-Yo — How I Set Client Expectations in Volatile Markets

When markets feel like a roller coaster, your expectations can make or break your investing experience. Todd Bryant, CFP®, shares a simple “escalator and yo-yo” visual that helps clients stay calm, focused, and invested for the long term.

Breaking away from 60/40: How alternatives are reshaping investing
EXPERT ADVICE DEC 12, 2025
Breaking away from 60/40: How alternatives are reshaping investing

Traditional 60/40 portfolios are under pressure as bonds lose their reputation as the “safe” side of investing, prompting more investors to explore alternatives. Financial advisor Todd Bryant, CFP®, ChFC®, CLU®, AIF®, explains why structured notes and other alternative strategies are gaining traction, how much exposure may be appropriate, and why education and clear communication are critical when reshaping long-term portfolios.

What I learned about guiding clients through firm consolidation
EXPERT ADVICE NOV 27, 2025
What I learned about guiding clients through firm consolidation

Todd Bryant, CFP®, ChFC®, CLU®, AIF®, shares his firsthand experiences navigating clients through the complexities of firm consolidation in the financial advisory industry. Drawing on lessons from major mergers and personal transitions, Bryant emphasizes the enduring importance of trust, transparent communication, and personal relationships in ensuring client confidence and satisfaction during times of change.

Why Storytelling Matters in Advisor-Client Relationships
EXPERT ADVICE NOV 11, 2025
Why Storytelling Matters in Advisor-Client Relationships

Todd Bryant, CFP®, ChFC®, CLU®, AIF®, reveals how authentic stories—not just numbers—create lasting connections and trust between advisors and clients. Drawing on years of experience, Bryant explains why narrative is the key to helping clients understand, remember, and act on financial advice.

Solving the advisor talent crisis before it hits
EXPERT ADVICE SEP 18, 2025
Solving the advisor talent crisis before it hits

In Solving the advisor talent crisis before it hits, Todd Bryant, CFP® of Signature Wealth Partners warns that without urgent action on succession planning, technology, and next-gen talent, the looming shortage of 70,000 advisors could leave clients underserved and the industry’s reputation at risk.

Understanding people is key to how financial advice has to evolve
EXPERT ADVICE AUG 21, 2025
Understanding people is key to how financial advice has to evolve

Technology can do a lot of things, but advisors still have undeniable value