Team Profiles

Todd E. Crawford

Chief Investment Officer

Prior to joining Capital City Partners, Todd and his brother, Tim, co-founded American Wealth Preservation Group in order to offer truly independent investment and consulting services to businesses and high net worth individuals.

Prior to founding American Wealth Preservation Group, Todd was an Investment Consultant for McDonald Investments Inc, a KeyCorp Company. He was an investment specialist who was a member of a group of financial professionals that consulted high net worth individuals and businesses on appropriate solutions for their investment, banking and insurance needs.

Todd began his financial career in 1988 with Jefferson Pilot Financial Services, Inc. as a financial planner. The following year he joined Banc Stock Financial Services, Inc., a wholly owned subsidiary of The Banc Stock Group as a registered representative. He later managed primarily fee based investment accounts for companies and high net worth individuals. He also worked in the investment banking division, placing first and secondary offerings for Banks and Thrifts.

Todd attended The Ohio State University where he majored in Economics. He holds FINRA (National Association of Security Dealers) Series 7 General Securities Representative license, Series 63 Uniform Securities Agent State Law license, Series 65 Uniform Investment Advisor Law license and The State of Ohio Department of Insurance Life, Health, Accident and Annuity licenses.

Todd is active in several organizations, including The Boy Scouts of America, Upper Arlington Little League Baseball and The March of Dimes.

Todd and his wife, Susan, have three children and reside in Dublin, Ohio. They attend St. Andrews Catholic Church in Upper Arlington, Ohio.

Important Note:
It is important that you understand the ways in which we conduct business and the applicable laws and regulations that govern us. As a firm providing wealth management services to clients in the U.S., we are registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services.

Though there are similarities among these services, the investment advisory programs and brokerage accounts we offer are separate and distinct, differ in material ways and are governed by different laws and separate contracts.

It is important that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. While we strive to ensure the nature of our services is clear in the materials we publish, if at any time you seek clarification on the nature of your accounts or the services you receive, please speak with your Financial Advisor or call 1-866-485-0803.