Flint, MI Office

Team
Updated today

Client AUM

$24,910,009,099

Clients

3,894

Advisors

2

Of 132 advisors across 18 offices

Location

4444 Bristol Rd, #360

Flint MI 48507

Advisors at this office

2

Advisors at this office

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Todd M

CFP®

Flint, MI

Plante Moran FInancial Advisors

Todd McClain is a Certified Financial Planner® with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 2002 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policies, and multiple analytical approaches to inform its investment decisions, managing a significant portion of its assets on a non-discretionary basis.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
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William M

Series 65

Flint, MI

Plante Moran FInancial Advisors

William Myers is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Merrill Lynch, Shanty Creek, and Dewitt Marine. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, and manages a majority of its assets on a non-discretionary basis.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
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