The Weiland Wealth Management Group

 

Todd Weiland, CRPS®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Todd has been a financial advisor since 1986. Early in his career, he determined that his greatest satisfaction came from meeting people and listening to their stories about what is important to them. To this day, his passion continues to be assisting people in developing a plan to achieve financial security. Todd has dedicated his entire career to the development, implementation and monitoring of each and every personal wealth management plan under his care. It is a responsibility that he takes very seriously and he works tirelessly to continue to earn the trust his clients place in him.

Todd has been a member of the prestigious Chairman’s Council at RBC Wealth Management consistently since 2011. The Chairman’s Council represents the top 150 advisors in the company based on revenue.

He graduated from Capital University with a bachelor’s degree in accounting. Todd lives in Atlanta with his wife and has five daughters and four granddaughters and one grandson. Almost all of his spare time is spent on family activities. Todd enjoys volunteering at men’s homeless shelters, exercising and playing basketball.

Jacob Longoria, CFP®

Vice President - Financial Advisor

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Jacob joined RBC Wealth Management in 2012. Prior to joining RBC Wealth Management, he spent nearly two years at Morgan Stanley Smith Barney where he was a financial advisor. His work history also includes time at John Hancock Financial Network. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and has passed his Series 7, 31 and 66 exams. He also holds insurance licenses.

Jacob is a graduate of Furman University in Greenville, South Carolina. He was a four-year letterman in football at the Division-1 collegiate level. During college, he was on the academic dean’s list three times, and named as a finalist for the Furman University Senior Business Award. Jacob lives in Roswell with his wife, Leah, and three kids: Olivia, McKenna and JJ. Jacob is an Eagle Scout with the Boy Scouts of America and is an alumnus of St. Pius X in Atlanta. He enjoys working out, golfing and spending time with his family.

Jaclyn Berisford

Client Associate

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Jaclyn joined RBC Wealth Management in 2015. Prior to joining RBC Wealth Management, she worked for AFLAC as a sales representative. Jaclyn graduated from Winthrop University in Rock Hill, South Carolina, with a Bachelor of Science degree in international business. While she was at Winthrop, Jaclyn ran cross-country and track, and was active in her sorority, Zeta Tau Alpha. She currently lives in Smyrna, Georgia, with her husband, Jordan, and their two kids, Noah and Ella. Jaclyn’s family has two dogs, Wylie and Theia, and a cat, Happy-Muffin. Jaclyn has a love for animals and spends time volunteering at animal shelters. She also enjoys running, traveling and spending time with family.

Paige Thompson

Registered Client Associate

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Paige joined RBC Wealth Management after working in institutional equity sales at RBC Capital Markets for two years where she covered the Southeast region and developed meaningful relationships with clients and RBC research analysts. Paige has passed her Series 7 and 63 exams. She graduated from the University of South Carolina Upstate in Spartanburg, South Carolina, in 2013 with a Bachelor of Science degree in business and a concentration in accounting. While at Upstate, Paige was a three-year letter winner in volleyball. She currently lives in Chamblee with her husband, Brian, her daughter, Penelope, and dog, Luna. Paige enjoys working out, spending time with her large family (four sisters, three nieces and one nephew), and reading.