Who We Are
Financial Advisor, Wealth Management Specialist
Ian was just six years old when he purchased his first investment with the help of his grandmother. As it grew, so did his interest. By the time he was in high school, he had interviewed a handful of financial advisors and knew this was the career for him.
Prior to joining Raymond James in 2007, Ian worked at a local bank. He holds the Series 7 and 66 investment licenses, the Michigan life and long-term care insurance licenses, and the Wealth Management Specialist designation. Ian has a bachelor’s degree in finance from the University of Michigan – Dearborn.
Ian and his family live in Northville, a place he has always called home. Ian is currently involved in serving his community through Habitat for Humanity – Detroit, Northville Chamber of Commerce, Novi Right to Life, Oak Pointe Church, The University Of Michigan Club Of Greater Northville, and The University of Michigan – Dearborn College of Business Alumni Affiliate Board.
In his free time, Ian enjoys spending time with his family and friends, traveling, and playing/watching sports.
Client Service Associate
Karin is usually the first person clients see or talk to when they visit or telephone Waldo Wealth Partners, so she is especially conscious of the need for excellent client service.
Her duties include scheduling appointments, assisting clients with their questions, coordinating correspondence and managing the office. She is also a notary.* Karin is comfortable juggling multiple duties in an organized fashion.
Prior to joining Raymond James in 2007, Karin was an operations manager for A.G. Edwards in Farmington Hills, Michigan. She has more than a decade of experience in financial services.
When she is not in the office, Karin enjoys cooking and gardening, and spending time with family and friends. She has two children, Analise and Nikolaus, and lives in Commerce Township.
*Notary services are not provided by Raymond James.
Raymond James & Associates
In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
A brief history:
- 1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.
- 1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.
- 2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.
- 2012: Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.
- 2013: Raymond James reaches its 100th consecutive quarter of profitability.1
From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
- Over 7,100 financial advisors
- More than 2.9 million client accounts
- Over 2,800 locations throughout the United States, Canada and overseas
- Approximately $604 billion in total client assets
- BBB1, positive outlook credit rating (S&P)
It’s been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 9/30/2016.
1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.
“Plans fail for lack of counsel, but with many advisers they succeed.”
We provide comprehensive financial planning in the context of a long-term partnership with you. Knowing you are partnered with a team that puts you first is crucial in helping you achieve financial success. We don’t just partner with our clients; we partner with any expert that can assist you in making your dreams come true, including all of the experts we have within Raymond James, in addition to other professionals such as your tax advisor, attorney, realtor, and mortgage broker.
Wealth doesn’t happen overnight. It takes time and patience. We commit to managing risks and expectations for clients each step of the way. Wealth is not just money, wealth is extracting everything possible out of life, and enjoying the ride with those we love.
Discuss & Design. Implement. Analyze & Monitor.
We invite you to watch below to learn how we do this:
“Someone's sitting in the shade today because someone planted a tree a long time ago.”
Cash Flow Analysis
Investor Access – Online Account
Long Term Care Planning
Personal Financial Organizer
Visa & Check Writing – No Charge
“By failing to prepare, you are preparing to fail.”
Please contact us regarding any questions or concerns you have. We will respond within 24 hours during normal business hours. We look forward to your message and connecting with you!
- Address: 182 East Main Street, Northville, MI 48167
- Phone: (248) 349-3027
- Toll Free: (866) 214-4104
- Fax: (866) 522-9601
- Email: firstname.lastname@example.org