Financial Design Group logo

Financial Design Group Employee Directory

Financial ServicesOhio, United States11-50 Employees

Financial Design Group is a financial services firm based in Toledo, Ohio. It provides wealth management and financial advisory services to individual clients and families, supported by a regional network of offices. In February 2026, the firm announced the opening of its ninth branch in Independence, Ohio, bringing in the Jim Jack team from Ameriprise Financial. Earlier, the company expanded its presence in the Greater Cincinnati area by naming Todd Leary as managing director of its Covington operations in 2018. The organization maintains a public website at fdgonline.com and employs a relatively small staff. Its regional footprint across Ohio and the surrounding area positions it as a local provider of financial services.

Find Financial Design Group employees' phone numbers or email addresses

Financial Design Group Global Highlights

Location
Employees

North America
62

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  • United States Of America
    62

Oceania
3

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  • New Zealand
    3

Financial Design Group's Leadership

  • President at Financial Design Group
    M. C.
    President
  • Vice President at Financial Design Group
    F. B.
    Vice President
  • Principal at Financial Design Group
    B. M.
    Principal
  • Principal at Financial Design Group
    Y. R.
    Principal
  • Registered Representative at Financial Design Group
    B. B.
    Registered Representative
  • Financial Advisor at Financial Design Group
    A. R.
    Financial Advisor
  • Financial Designer at Financial Design Group
    H. C.
    Financial Designer
  • Td at Financial Design Group
    T. M.
    Td

Financial Design Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Business Development
  • Other

Contact profiles from Financial Design Group

Name
Title
Contact
Location
Last Update
  • President at Financial Design Group
    M. C.
    President
    Oct 23, 2024
  • Vice President at Financial Design Group
    F. B.
    Vice President
    Oct 16, 2024
  • Principal at Financial Design Group
    B. M.
    Principal
    Oct 18, 2024
  • Principal at Financial Design Group
    Y. R.
    Principal
    Oct 17, 2024
  • Registered Representative at Financial Design Group
    B. B.
    Registered Representative
    Sep 03, 2026
  • Financial Advisor at Financial Design Group
    A. R.
    Financial Advisor
    May 30, 2026
  • Financial Designer at Financial Design Group
    H. C.
    Financial Designer
    New Zealand, Auckland
    Aug 07, 2026
  • Td at Financial Design Group
    T. M.
    Td
    Sep 10, 2026

Frequently Asked Questions

What is Financial Design Group known for?

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Financial Design Group was founded in 1995 and operates in the Financial Services industry. You can contact Financial Design Group's main corporate office by phone at . Explore Financial Design Group's company overview page for more information.

What is Financial Design Group's most common email format?

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Financial Design Group employees' email format typically follows the pattern of First.Last@fdgonline.com. Trying to find reliable and up-to-date employee contact data? Find more Financial Design Group email formats with LeadIQ.

How many employees does Financial Design Group have currently?

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Financial Design Group has approximately 31 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Financial Design Group's key employees and leadership?

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As of August 2026, Financial Design Group's key employees include:

  • President: M. C.
  • Vice President: F. B.
  • Principal: B. M.
  • Principal: Y. R.
  • Registered Representative: B. B.

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