Non-Profit Partners & Credentials

 J. Todd Gentry CFP®MetDESK® Specialist  (MetLife's Division of Estate Planning for Special Kids)Mission:        CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

"I promise to earn your trust and gain an understanding of your values.  I will listen to you and then develop a strategy for effectively utilizing insurance and financial strategies to help you achieve a more secure financial future, along with the utmost respect, integrity and confidentiality."

 

 

 

 

Personal/ Community Involvement & National Endorsements:

 

 

 

 

* We partner with the following organizations NDSS(National Down Syndrome Society), The ARC of the United States, UCP(United cereberal Palsy), ASA(Autism Society of America). 

* J. Todd Gentry  is successor Guardian and Trustee for his Uncle who has Developmental Disabilities.

*  Mr. Gentry is an active participate in the St. Louis ARC.  Offering  free educational workshops, advice and guidance.

*  Habitat for Humanity is a cause he believes in so strongly that he was a founding member of the St. Charles County Chapter.  During his continuing service to the Habitat to Humanity, he has held a position on the Board of Directors & Chairman of the Developmental committee. 

*  Mr. Gentry is a dedicated member in the Rotary Club, a community service organization.

*   Church involvement is just another way that he outlets his spiritual and personal dedication to assist others in need.  As a member of the Society of Joseph, Todd helps to aid aged clergy.

help individuals with special needs and the families who care for them. 

 

 

Besides his strong community involvement and support, Todd Gentry is married and the proud father of two young girls.  His greatest goal is to provide a moral, safe and nurturing home for his children to grow.  The qualities that propel him to be a wonderful father are the same qualities that propel him to

Specialist.

who have dependents with special needs, to make him an ideal MetDESK® 

 

 

Mr. Gentry incorporates his financial training, experience, community service, fatherhood and his desire to support families

 

 

Services Offered:

 

Comprehensive Financial Planning - including Estate Planning, Retirement Planning, Long Term Care Insurance, Investment stratergies, College Funding, and Life Insurance.

Special Needs Estate Planning

Informational workshops on the above mentioned topics for groups. Contact us to see if your group qualifies.

 

 

Business Experience:

 

Began career in Financial Services -  1993

Offering workshops & seminars for over 10 years.

Founded the St. Louis Financial MetLife Bank.

 

Professional Designations/Licensure:

 

LUTCF    (Life Underwriters Training Council Fellowship )

CFP

CLTC     (Certified Long Term Care Insurance) Designation

BS          (Bachelor of Science in Finance)

Registered Representative of MetLife Securities, Inc. (Series 7, 63 & 65) Securities Registrations

 

Professional Memberships:

 

Million Dollar Round Table

President's Conference

National Association of Insurance and Financial Advisors

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