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Douglas W. Todd, ChFC

Douglas W. Todd, ChFC

CEO and Founder

Douglas W. Todd is the CEO and Founder of Net Worth Management Group.

Douglas has 35 years of experience in the financial services industry. He is the creator of “The Net Worth Maximizer”, a six-step process designed to help individuals grow, protect, and preserve their portfolio using tax-efficient strategies. Douglas also works with corporations on designing, enhancing, educating, and servicing their employee benefits' packages.

Douglas holds a Bachelor of Science Degree from Montclair State University and holds a Chartered Financial Consultant (ChFC) designation from The American College.

Douglas is a member of the Morris County Chamber of Commerce, and served as chairman for their first Morris County Sidewalk Golf Classic, a benefit for the Business and Education Together Foundation. Douglas is also a member of the Newark Regional Business Partnership, Equitable Agents Reinsurance Company, and Equitable’s Elite Advisors Group.

Douglas is the recipient of the 2007 Small Business/Big Impact Company Award presented by the Morris County Chamber of Commerce, 2016 Project Morry Corporate Social Responsibility Award, and numerous industry awards that mark superior excellence in the financial services profession

Douglas and his wife, Elisa, enjoy spending time on their farm in Central New Jersey where they improve the quality, health, and vigor of their woodland. Their forest management plan also includes protecting and enhancing the environment including soil, water, and wildlife. Douglas also enjoys caring for his farm animals (alpacas, sheep, and chickens), golfing, fishing, and flying as a student helicopter pilot.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, and SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Net Worth Management Group is not operated by Equitable Advisors or Equitable Network. AGE-5402768.2 (Exp. 01/2025)

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Net Worth Management Group is not owned or operated by Equitable Advisors, LLC or its affiliates.