Todd Terese

Todd brings a detail-oriented, client-focused approach to his role as a Registered Client Service Associate at Scottsdale Wealth Advisory. With prior experience at national firms like Stifel and Northwestern Mutual, Todd supports clients and advisors with a wide range of services—from account administration and financial reporting to pre-meeting preparation and portal onboarding.

He has a strong academic background in financial planning from Arizona State University and is licensed with the SIE (Series 7, 63, and 65). Outside of work, Todd enjoys discovering local coffee shops with his fiancée, training for Ironman races, and spending time outdoors or at family game nights. His faith and commitment to personal growth guide his approach both professionally and personally.