Todd Battaglia

Todd Battaglia

Formal First Name
1964 - present

Todd Battaglia is the President and Chief Executive Officer at MG&A Wealth, a financial services firm that provides comprehensive money management and financial navigation to clients. With over 30 years of experience as a money manager and financial advisor, Todd delivers extensive knowledge on the areas of investments, taxes, the economy, retirement planning, and general money issues. Prior to joining MG&A in 1999, he was a Vice President and Investment Advisor at Essex Investment Group for four years, and Portfolio Manager and Wealth Advisor at John G. Ullman & Associates for five years. Todd has been recognized as a top advisor by national financial publications such as Forbes and Barron's magazine. In addition to his financial career, Todd is also highly involved in supporting his community. He supports various organizations such as Women of Tomorrow Mentor & Scholarship Program, Kids in Distress, American Funds, and SEI.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2017–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Barron's Top 1,200 Financial Advisors, 2015–2020

Certifications and Designations

  • Series 24, Series 63, Series 65, Series 7 FINRA Licenses

Community Involvement