Todd M. Williams is the managing director of Trainer, Wright & Paterno (TWP) and became partners with Concord Wealth Partners in 2021 with the mission of providing tax strategy and advanced accounting services to Concord’s clients.
Todd graduated from Bethany College with a Bachelor of Arts Degree, majoring in Accounting and a minor in Economics. He became a Certified Valuation Analyst (CVA) in 2003, and an Accredited Business Intermediary in 2018.
Professional Organizations:
Todd takes great enjoyment in spending time with his family, both immediate and extended. He has also enjoyed dedicating his time to serving on several boards benefiting youth sports, including a 3-year term as President of Huntington Little League.
Trainer Wright & Paterno (TWP), a Concord Custom Wealth member, takes a proactive approach to accounting and taxes. We don’t just look at historical data; we leverage it to help growth-minded business owners stay top of their numbers. We joined forces with Concord to provide their clients with integrated tax and accounting strategies aligned with their financial plans.
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
By subscribing you agree to receive exclusive news and insights from Concord Wealth Partners.
This form is to request an overview of the partnerships Concord has to offer.
YOU ARE LEAVING THIS WEBSITE
If you click “I agree to proceed” you will be redirected to an external website.
—
If you are a client of Concord Wealth Partners, LLC (Company) attempting to access your “Client Login Account.” By clicking “I agree to proceed” you are electing to participate in the password-protected access portion of Company internet website. I understand that my participation will allow me to review certain investment-related information accessible from the Company website sourcing from unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until it is canceled in writing. I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Otherwise, by clicking “I agree to proceed” you are acknowledging that you will be redirected to a third-party website. Such third-party website may not be affiliated in any way with the Company, and no content on the website should be construed as the Company’s approval of or affiliation with the website. If you do not wish to be redirected, please close this window.