
Todd Hills
Wealth Advisor
Location:
9017 Riverside Dr, Sandy, UT 84070, USA
Email:
Phone:
(801) 467-5115
Bio:
Todd Hills is a Wealth Advisor at Diversify, where he works with individuals and families to optimize their finances and strategically grow wealth in alignment with their personal goals. He is known for translating complex financial concepts into clear, actionable guidance and tailoring strategies to each client’s unique situation. Todd prioritizes listening and understanding first, then developing thoughtful, individualized plans.
Todd takes a systematic and pragmatic approach to financial planning. He begins by gaining a comprehensive understanding of a client’s financial picture, goals, and investment experience. From there, he presents and discusses recommendations that lead to a mutually agreed-upon financial plan. Once implemented, Todd provides ongoing guidance—helping clients adjust strategies, navigate changes, and stay on track over time. He views financial planning much like physical training, with the goal of helping each client achieve their desired level of financial fitness.
Before joining Diversify, Todd worked as an advisor at Edward Jones, serving clients in the Millcreek, Utah area. Earlier in his career, he held roles in financial operations at several firms, including the Private Wealth Management division of Goldman Sachs.
Todd holds a Bachelor of Science in Finance from the University of Utah and maintains his Series 7 and 65 securities registrations, as well as Life and Health licenses.
Outside the office, Todd enjoys playing tennis, listening to his vinyl collection, cooking, and spending time with his wife, Lauren.
Qualifications:
BS Finance, University of Utah
Series 7 and 65 Securities Registrations
Life & Health Insurance Licenses
Qualifications:
BS Finance, University of Utah
Series 7 and 65 Securities Registrations
Life & Health Insurance Licenses
