Potomac Financial Group
Todd M. Wike, CFP®
Todd M. Wike

Financial Advisor, RJFS
Branch Operations Manager, RJFS

todd.wike@raymondjames.com


In November 2005, Todd Wike was looking for a new path that would allow him to apply his leadership and communication skills – which he developed as an NFL player with the Oakland Raiders and Scottish Claymores of NFL Europe, as well as an undergraduate major in philosophy – to help make a positive difference in people’s lives. Also at that time, Larry Grabenstein was searching for a new addition to the Potomac Financial Group – someone who possessed a fresh perspective but not necessarily industry experience. Todd has been a valuable member of the Potomac team ever since.

As a financial advisor and Certified Financial Planner professional, Todd helps monitor clients’ portfolios as he prepares, discusses and implements adjustments as necessary. His goal is for clients to feel a sense of confidence as they approach and enjoy retirement, and he works to maintain a full view of their progress and evolving circumstances through regular meetings and phone conversations with them. As a steward of clients’ financial well-being, Todd continuously strives to apply his leadership skills and investment knowledge to earn and maintain the trust and confidence of each client of Potomac Financial Group.

Todd is a graduate of the University of Maryland, where he earned his Bachelor of Arts degree in Philosophy. Following college and his NFL career, Todd worked as a real estate project supervisor, as well as an assistant football coach with Georgetown University. In the community, he is active in the University of Maryland Terrapin Club, The M Club, and the Maryland Gridiron Network.

Originally from Lebanon, Pennsylvania, the recently married Todd lives in Ashton, Maryland, with his wife, Chrissy. In addition to supporting Maryland athletics, he enjoys cooking and traveling with Chrissy.

 

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.




4061 Powder Mill Road, Suite 705 | Calverton, MD 20705 | 301-595-8600 | Fax: 301-595-0669 | Map and Directions