Marcus V. Little

CFP®, MBA
Financial Advisor, RJFS
President

Vince helps his clients make the decisions that can lead to their personal retirement success. He guides them through the process of goal setting, plan development, implementation, and regular review. He uses his experience and expertise to cut through data overload and misinformation to help his clients focus on the things that are truly impactful. Vince believes that rational asset allocation, a well-designed portfolio, and a disciplined planning process comprise the best path to realizing your retirement goals.

Vince has been married to Kim since 1992. Kim teaches elementary grades at Trinity Lutheran School in Sturgis. Their sons, Grant and Blake, are attending colleges in Ohio and Indiana, respectively. Vince enjoys travel, fiction, and photography. Their sons are out of the house, but Kim and Vince keep busy with Obie, Franklin, and Tilly, their rescued Boston Terriers.

Vince began his financial services career in 1997 as a representative with McKillen Financial Services. In 2000, he joined Sturgis Bank & Trust Company when McKillen Financial Services merged with SFB Agency to form Oakleaf Financial Services. In 2018, Vince was named President of Oakleaf Financial Services and was also named one of Bank Investment Consultant (BIC) magazine’s Top 100 Bank Advisors. *

Education, Licenses, and Designations Held:

  • Bachelor of Business Administration-University of Houston
  • Master of Business Administration-Western Michigan University
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 7, 24, 63, and SIE
  • Michigan Life, Accident and Health Insurance

*To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2015 AUM was defined as the amount an advisor had as of Aug. 31, 2016. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2016 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.

Investing involves risk and you may incur a profit or loss regardless of strategy selected. Asset allocation and diversification do not ensure a profit or protect against a loss.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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.