Todd Neal, J.D.

Client Management

At Callan Family Office, Todd advises multi-generational families, individuals, and institutions on complex trusts and estates, as well as financial and estate planning matters to help clients meet their goals and objectives. As a client manager, Todd works with his clients to deliver a complete suite of family office services, including trust administration, estate planning, investment management, and private banking. He also helps clients with their philanthropic goals, setting up and administering family foundations or donor-advised funds.

Before joining Callan Family Office, Todd spent 23 years at Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where he was an estate planning advisor, trust advisor, and managing director, overseeing all areas of client financial and estate planning, investments, and trust administration. He began his career as an attorney but transitioned into wealth management, which afforded him greater flexibility to provide clients with investment, financial, and estate planning advice.

Previously, Todd held positions at Comerica Bank and Prudential Preferred Financial Services providing private banking, trust and estate planning, and investment management services.

Todd earned his bachelor’s degree in history from the University of Florida. He is also a graduate of the University of Florida Levin College of Law, where he earned his Juris Doctor (J.D.) degree. He has served on several local charitable planned giving committees, including Place of Hope, which offers housing and support services to children, youth, and families.

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