What departments does Financial Design Group have?

Financial Design Group has employees across 4 departments including Business, Finance, Arts & Design, Marketing.

What is the largest department at Financial Design Group?

The largest department at Financial Design Group is Finance with 7 employees.

Where are Financial Design Group employees located globally?

Financial Design Group has employees across 2 continents and 2 countries including United States Of America, New Zealand.

How has Financial Design Group's team size changed over time?

Financial Design Group's team has grown from approximately 38 to 39 employees based on available data.

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.

Financial Design Group Global Highlights

North America
58

United States Of America
58

Oceania
3

New Zealand
3

Financial Design Group's Leadership

M. C.
President
Mobile Phone
Email
S. T.
Managing Partner
Mobile Phone
Email
B. C.
Owner
Mobile Phone
Email
F. B.
Vice President
Mobile Phone
Email
K. P.
Office Manager/Life New Business Manager
Mobile Phone
Email
B. M.
Principal
Mobile Phone
Email
Y. R.
Principal
Mobile Phone
Email
J. C.
Financial Advisor
Mobile Phone
Email

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

S. T.
Managing Partner
Mobile Phone
Email
United StatesMississippi
Jun 01, 2026
B. C.
Owner
Mobile Phone
Email
United StatesNew York
May 29, 2026
M. C.
President
Mobile Phone
Email
Oct 23, 2024
F. B.
Vice President
Mobile Phone
Email
Oct 16, 2024
K. P.
Office Manager/Life New Business Manager
Mobile Phone
Email
United StatesKentucky
May 30, 2026
B. M.
Principal
Mobile Phone
Email
Oct 18, 2024
Y. R.
Principal
Mobile Phone
Email
Oct 17, 2024
J. C.
Financial Advisor
Mobile Phone
Email
United StatesIowa
Apr 13, 2026
B. F.
Financial Planner
Mobile Phone
Email
United StatesNebraska
May 28, 2026
P. D.
Wealth Management Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026

Frequently Asked Questions

What is Financial Design Group known for?

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

+1-419-843-****

. Explore Financial Design Group's company overview page for more information.

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

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?

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?

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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Financial Design Group Employee Directory

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