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
58

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  • United States Of America
    58

Oceania
3

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  • New Zealand
    3

Financial Design Group's Leadership

  • Stylized image of a person
    M. C.
    President
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  • Stylized image of a person
    S. T.
    Managing Partner
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    B. C.
    Owner
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  • Stylized image of a person
    F. B.
    Vice President
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  • Stylized image of a person
    K. P.
    Office Manager/Life New Business Manager
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    B. M.
    Principal
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    Y. R.
    Principal
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  • Stylized image of a person
    J. C.
    Financial Advisor
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Financial Design Group Employee Metrics

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

Contact profiles from Financial Design Group

Name
Title
Contact Info
Location
Last Update
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    P. R.
    Financial Advisor
    Phone icon
    United StatesArizona
    Dec 18, 2025
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    A. R.
    Financial Advisor
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    May 30, 2026
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    G. S.
    Financial Advisor
    Phone icon
    United StatesArizona
    Oct 24, 2025
  • Stylized image of a person
    R. P.
    Financial Advisor
    Phone icon
    United StatesArizona
    May 29, 2026
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    H. C.
    Financial Designer
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    New ZealandAuckland
    Mar 24, 2026
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    M. O.
    Sales And Marketing Specialist
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    United StatesFlorida
    Mar 25, 2026
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    M. O.
    Marketing Assistant
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    United StatesFlorida
    Feb 18, 2026
  • Stylized image of a person
    D. M.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Oct 16, 2024

Frequently Asked Questions

What is Financial Design Group known for?

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Financial Design Group was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 3230 Central Park West Drive #100 Toledo, Ohio 43617 United States; you can contact the 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 . 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 May 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

  • President: M. C.
  • Managing Partner: S. T.
  • Owner: B. C.
  • Vice President: F. B.
  • Office Manager/Life New Business Manager: K. P.

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