Mike Townsend,

CFP®, CEPA® Branch Manager Senior Vice President, Wealth Management

Using his more than 25 years of experience in the financial services industry, Mike provides customized wealth management and holistic financial planning strategies to his varied client base. Mike’s role as advisor and branch manager enables him to serve advisors and other team members as they collaborate to provide a broad range of services that help meet the financial needs and wants of their clientele. Mike has specialized knowledge in comprehensive financial planning and the complexities of family wealth management and investment strategies.

Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Mike is a Certified Financial Planner™, CFP® designation holder. Mike is committed to helping his clients establish a solid financial plan that will help enable them to pursue their long- and short-term financial goals. Working with a Certified Financial Planner™ professional is assurance that he is a credentialed expert who does just that, and performs to high ethical and professional standards. As a CFP® professional, he is required to uphold his certification through continuing education. Mike and his team monitor, manage and adapt clients’ individual plans to their lifestyles. Honest and straightforward, Mike empowers clients by explaining the most complex of financial topics in layman’s terms.

Mike proudly utilizes the vast resources at Raymond James, a firm he feels puts clients’ needs first, embraces long-term planning and has the resources to help advisors provide a well-rounded investment approach.

Mike earned a bachelor’s degree in finance from Northern Illinois University and a financial planning certificate from Saint Xavier University. He and wife Kim along with their four children Ryan, Conor, John and Lauren make their home in Frankfort, IL. In his free time, Mike enjoys reading and playing golf, as well as volunteering as a baseball and basketball coach for his children’s sports teams.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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