After graduating from Hillsdale College in 1989 with a Bachelor of Arts degree in Finance, Todd began his career in the financial industry with Edward Jones. In August of 2005, Todd chose to move to Raymond James which allowed him greater flexibility and increased investment choices to fit the needs of his clientele. He is Series 7, 9, 10, 63, and 65 licensed.
Todd has been an active member of the community with his involvement in the Northville Rotary and member of the local Chamber of Commerce. Some recent awards Todd has won include:
June 2010- Awarded as one of the "Top-Scoring Wealth Managers in the Detroit Area" as Published in Hour Detroit.
February 2009 - Included in Barron’s “Top 1000 Financial Advisors” for all 50 states including the District of Columbia (ranked 24th in the State of Michigan).
*The state-by-state rankings, reflect advisers' assets under management, revenue generated for their firms, quality of service and regulatory records.The rankings were produced by Winner's Circle, a research organization that Barron's acquired last fall.
October 2008 - Ranked number 15th in Crain’s Detroit Business “Top 20 Financial Advisers”.
*These Top 20 Financial Advisors were chosen by The Winner’s Circle, a research organization now owned by Barron’s, as Detroit’s leading advisors based on criteria such as assets under management and customer satisfaction, among other factors.
November 2007 - Included in Crain’s Detroit Business “Top 25 Wealth Advisers” (ranked 12th).
*These advisors were chosen based on criteria such as assets under management and customer satisfaction, among other factors.
December 2006 - Ranked 19th nationwide in On Wall Street’s “Top Advisors Under 40”.
*On Wall Street's "Top 40 Advisors under 40" were determined by their assets under management, services offered, revenue generated and compliance records among other factors.
*Past performance is not indicative of future results. Individual experiences may vary.
Todd is married, has two children and resides in Northville.
Congratulations on achieving
membership in the 2011
Chairman's Council.
Membership in the Chairman's Council is reserved for an elite
group of Raymond James Financial Advisors who adhere
to the highest standards of service for their clients and who
display exemplary professional growth.
Membership is based mainly on assets under management,
education, credentials and fiscal year production.
Re-qualification is required annually since prior membership
is no assurance of future membership.
Greg graduated from Michigan State University with a Bachelor of Arts degree in Marketing. He started his career with Edward Jones in 2000, and joined The Knickerbocker Group of Raymond James in 2008. He is Series 7, 63, and AAMS licensed.
Greg is involved in the community as a member of the South Lyon school board, Kiwanis club, and South Lyon Chamber of Commerce. He is married and has four children.
Ian is a graduate from The University of Michigan with a Bachelor of Business Administration in Finance. He joined The Knickerbocker Group in 2007, after working at a local bank. Ian is Series 7, 66, and Michigan Life, Long-Term Care, and Accident and Health insurance licensed. He is also a Wealth Management Specialist (WMS).
Born and raised in Northville, he loves the local community and stays involved through coaching soccer, tutoring English as a Second Language, teaching retirement courses and serving at his church. He also serves on committees for the Northville Chamber of Commerce, Habitat for Humanity Detroit and the University of Michigan Club of Greater Northville.
Tracy began working in the industry in 1999 and joined The Knickerbocker Group 2008. Her primary responsibility is to assist with client services as well as the general operational aspects of The Knickerbocker Group. Tracy is married and has two children.
Lisa began her career in the brokerage industry in 1989 after graduating from Michigan State University; she began working working with Todd in 1993. During that time, Lisa earned her masters degree from Central Michigan University. She is responsible for client operations; primarily handling the financial and retirement planning aspect of the business. Lisa is married and has three children.
Candace joined The Knickerbocker Group in 2005 and has been Series 7 licensed since 1983. Candace is primarily responsible for the insurance and annuity side of the business; however, she also assists Todd in all areas of client operations. She is married and has three children.
Karin joined The Knickerbocker Group of Raymond James in 2007, bringing with her five years of experience in the brokerage industry. She is chiefly responsible for scheduling appointments, maintaining client records, and managing the office. Karin is married and has two children.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.