In the News

Our professional staff continues to be sought after speakers, contributors to the media, and community leaders.

Timothy Wyman, CFP®, JD: Tim was quoted by Forbes on June 20th, 2018 in an article titled, “12 Ways To Beat Capital Gains Tax In The Age Of Trump” by Ashlea Ebeling Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Timothy Wyman, CFP®, JD: Tim was quoted by Financial Times on March 22nd, 2018 in an article titled, “New rules focus efforts to protect vulnerable elderly investors” by Alex Cardno.

Sandra Adams, CFP®: Sandy was quoted by InsuranceNewsNet.com on February 6, 2018 in an article titled “A Hint of Relief in Wall Street Correction” by Cyril Tuohy. 

Sandra Adams, CFP®: Sandy was quoted by InsuranceNewsNet.com on February 1, 2018 in an article titled "The Wealthy Take a Shine to QLACs"

Robert Ingram: SOUTHFIELD, MICH (WXYZ) - How New Tax Law May Impact You. Watch as our financial planner, Bob Ingram appears on 7 Action News as the Money Man.*** Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Robert Ingram: SOUTHFIELD, MICH (WXYZ) - Not only is it the holiday season, but it’s also the time to think about those year-end money moves to help lower you tax bill come April. And with the House and Senate getting closer to passing a tax reform proposal, should that change your planning strategy? 7 Action News' Money Man, Bob Ingram, Financial Planner, from the Center for Financial Planning, has some advice.*** Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Sandra Adams, CFP®: Sandy was quoted by Financial Planning magazine on November 17th, 2017 in an article titled “Winter Reading List Recommended by Financial Advisors” by Amanda Schiavo. C17-062130**

Sandra Adams, CFP®: Sandy was quoted in AARP on November 8, 2017 in an article titled, “Raiding Your Retirement to Pay for Caregiving” by George Mannes. A17-060360

Melissa Joy, CFP®: Melissa was quoted on October 2nd, 2017 by FA Magazine in an article titled “Voices of Experience” by FA Staff.

Melissa Joy, CFP®: Melissa was quoted May 18, 2017 by FA Magazine in an article titled “Financial Planning, Fintech And The Coming Changes” by Mark Fadiman. A17-029288

Melissa Joy, CFP®: Melissa was quoted April 26, 2017 by WealthManagement.com in an article titled “The Career Path from Branch Professional to Advisor” by Diana Britton. C17-025925

Melissa Joy, CFP®: Melissa was quoted May 10, 2017 by FA Magazine in an article titled “Trailblazing Female Advisors Say Tenacity, Diversity To Success” by Christopher Robbins. C17-025925

Nick Defenthaler, CFP®: Nick was quoted October 4, 2016 by CNBC in an article titled “Don't buy your new home without this by Darla Mercado. C17-025925

Melissa Joy, CFP®: Melissa was quoted May 4, 2016 by Yahoo! Finance in an article titled “Pay down debt now or save: Here’s how to choose” by Amy Fontinelle. A16-023724

Melissa Joy, CFP®: Melissa was quoted on May 3, 2016 by FA Magazine in an article titled, “Women Advisors: How To Diversify The Advisor Practice” by Dan Jamieson. A16-023852

Laurie Renchik, CFP®: Laurie was quoted May 2, 2016 by Financial-Planning.com in an article titled “A tricky problem: succession planning for IBDs” by Donald Jay Korn. A16-023724

Sandra Adams, CFP®: Sandy was quoted on March 11, 2016 by Investor’s Business Daily in an article titled, “Advisors’ Strategies To Avoid Estate Planning Squabbles” by Morey Stettner. C16-025031

Sandra Adams, CFP®: Sandy was quoted on February 1, 2016 by FA Magazine in an article titled, “Advisor Innovation And Client Dementia” by Steven A. Starnes. C16-025031

Matthew Chope, CFP®: Matt was quoted on January 19, 2016 by DailyWorth in an article titled, “Make 2016 Your Best Financial Year Yet” by Addie McHale. C16-025031

Melissa Joy, CFP®: Melissa’s blog titled 9 Tips for Making Newsletters That Actually Communicate With Clients was published on December 10, 2015 by onwallstreet.com A15-053305

Melissa Joy, CFP®: Melissa’s blog titled How to Decide How (and How Much) You Give to Charity, was published by Money Magazine on December 9, 2015. A15-053305

Sandra Adams, CFP®: Sandy was quoted November 7, 2015 by Barron’s in an article titled “Retirement: How to Live Well” by Reshma Kapadia. A15-049953

Melissa Joy, CFP®: Melissa was quoted on October 15, 2015 at bankinvestmentconsultant.com in a blog she wrote titled, “How Your Clients Can Avoid Future Estate Squabbles.” A15-043883

Melissa Joy, CFP®: Melissa was quoted on October 2, 2015 at financial-planning.com in a blog she wrote titled, “Going Beyond the 529 Plan.” A15-043883

Timothy Wyman, CFP®, JD: Tim was quoted in an article in the Santa Cruz Sentinel on September 25, 2015 titled, “Retirees brace for hardship as multi-employer pension cuts loom,” by Janet Kidd Stewart, Chicago Tribune. A15-039965

Timothy Wyman, CFP®, JD: Tim was quoted in an article in The Detroit News on August 24, 2015 titled, “Panic at the stock market? Not so fast” by Brian J. O’Connor. A15-034134

Nick Defenthaler, CFP®: August 2015, Nick was quoted on Bankrate.com in "7 investing tips for 40-somethings" by Ana Gonzalez Ribeiro. A15-030387

Melissa Joy, CFP®: Melissa wrote an article published in the July 2015 issue of Financial Planning Magazine, “Social Security & Divorce: 6 Ways to Maximize Income.” A15-027996

Melissa Joy, CFP®: Melissa was quoted June 30, 2015 by Financial-Planning.com in an article titled “37 Smart Ways to Upgrade Your Practice” by Andrew Shilling. A15-026578

Nick Defenthaler, CFP®: Nick was quoted June 1, 2015 by Financial-Planning.com in an article titled “Trim the Tax Bite on Capital Gains” by Donald Jay Korn. A15-021445

Sandra Adams, CFP®: Sandy was quoted May 19, 2015 on Financial-Planning.com in an article titled “What to Do When Clients Show Signs of Dementia” by Dave Lindorff. A15-020249

Matthew Chope, CFP®: Matt was quoted on April 23, 2015 in Financial Advisor IQ in an article titled, “Advice Firms Struggle to Get Compensation Right” by Murray Coleman. A15-017797

Sandra Adams, CFP®: Sandy wrote an article in March 2015 for the Practical Compliance and Risk Management Magazine titled Client Diminished Capacity from the Compliance Perspective. A15-010987

Laurie Renchik, CFP®: Laurie was quoted in an article published in the Wall Street Journal in March 2015, titled "Voices: Laurie Renchik on Getting Women to Save for Retirement." A15-010584

Melissa Joy, CFP®: Melissa wrote an article published April 2015 in Financial Planning Magazine titled "Your Clients Deserve a Second Opinion." A15-017169

Melissa Joy, CFP®: Melissa wrote an article in March 2015 published on Financial-Planning.com titled "Why I Don’t Make Forecasts." A15-010982

Melissa Joy, CFP®: Melissa was quoted in an article published in the Wall Street Journal in February 2015, titled “Voices: Melissa Joy, on Redesigning Your Office Space

Sandra Adams, CFP®: Sandy was quoted in January 2015 in a Financial Advisor IQ article titled, "Tackle the Elephant in Room, Tactfully." 

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