Financial Management Strategies, Inc.
| Financial Management Strategies, Inc / 9050 Sweet Valley Drive / Valley View, Ohio 44125 Phone: 216-642-1099 / Toll Free: 888-665-1099 / Fax: 216-642-1186 E-Mail: fmstrategies@plancorp.biz |
ABOUT US
Financial Management Strategies, Inc. (FMS) is an independent Registered
Investment Adviser firm registered with the Securities and Exchange
Commission (SEC). We work with individuals, business entities and non-
profit organizations in three main areas:
OUR PEOPLE - RETIREMENT PLAN SERVICES DIVISION
JEFFREY C. KNOX, JD, ChFC, CLU
Mr. Knox is President of Plancorp, Inc. and Financial Management
Strategies, Inc. (FMS) a Registered Investment Adviser, and he also is a
Branch Manager for Walnut Street Securities, Inc. a broker/dealer member
NASD, SIPC. He has over thirty years experience working with individuals
and closely held businesses in the insurance, employee benefit, financial and
investment planning areas.
Jeff is a graduate of Ohio Wesleyan University and received his J.D. from
Cleveland State University Cleveland-Marshall College of Law. He has also
earned the Chartered Life Underwriter (CLU) and Chartered Financial
Consultant (ChFC) designations from the American College. Jeff is a
Registered Representative (Series 7) and Registered Principal (Series 24)
through Walnut Street Securities, Inc. (WSS) a broker/dealer member
NASD, SIPC.
Jeff is a member of the National Association of Insurance and Financial
Advisors (NAIFA), Million Dollar Round table (MDRT) and Society of
Financial Service Professionals (SFSP), Estate Planning Council (EPC) of
Cleveland as well as the Ohio Bar Association.
E-Mail: jknox@plancorp.biz
CHARLES B. ELLIOTT, MBA, CFP
Mr. Elliott is the Vice President, Portfolio Manager, and Director of
Financial Planning for FMS. Prior to joining our organization, Mr. Elliott
was a financial planner with McDonald Investments where he developed and
presented comprehensive personal financial plans for McDonald's Private
Client Group. Before joining McDonald Investments, Mr. Elliott worked for
Barrington Financial Advisors, a private investment management and
financial planning firm in Houston, Texas. There, he was responsible for the
firm's investment research, developing asset allocation models for individual
portfolios and monitoring client portfolios.
Charles is a graduate of Case Western Reserve University (B.S.) and has a
Masters in Business Administration from the University of Houston. Mr.
Elliott is responsible for the firm's asset management strategy and investment
research that is utilized in managing and monitoring client portfolios, as well
as the day to day management of client portfolios.
Charles is a CERTIFIED FINANCIAL PLANNER (CFP) and is a
Registered Representative through Walnut Street Securities, Inc. a broker /
dealer member NASD, SIPC.
E-Mail:
Financial Management Strategies, Inc. (FMS) is an independent Registered
Investment Adviser firm registered with the Securities and Exchange
Commission (SEC). We work with individuals, business entities and non-
profit organizations in three main areas:
- Asset Management
- Comprehensive Financial Planning
- Retirement Plan Services
OUR PEOPLE - RETIREMENT PLAN SERVICES DIVISION
JEFFREY C. KNOX, JD, ChFC, CLU
Mr. Knox is President of Plancorp, Inc. and Financial Management
Strategies, Inc. (FMS) a Registered Investment Adviser, and he also is a
Branch Manager for Walnut Street Securities, Inc. a broker/dealer member
NASD, SIPC. He has over thirty years experience working with individuals
and closely held businesses in the insurance, employee benefit, financial and
investment planning areas.
Jeff is a graduate of Ohio Wesleyan University and received his J.D. from
Cleveland State University Cleveland-Marshall College of Law. He has also
earned the Chartered Life Underwriter (CLU) and Chartered Financial
Consultant (ChFC) designations from the American College. Jeff is a
Registered Representative (Series 7) and Registered Principal (Series 24)
through Walnut Street Securities, Inc. (WSS) a broker/dealer member
NASD, SIPC.
Jeff is a member of the National Association of Insurance and Financial
Advisors (NAIFA), Million Dollar Round table (MDRT) and Society of
Financial Service Professionals (SFSP), Estate Planning Council (EPC) of
Cleveland as well as the Ohio Bar Association.
E-Mail: jknox@plancorp.biz
CHARLES B. ELLIOTT, MBA, CFP
Mr. Elliott is the Vice President, Portfolio Manager, and Director of
Financial Planning for FMS. Prior to joining our organization, Mr. Elliott
was a financial planner with McDonald Investments where he developed and
presented comprehensive personal financial plans for McDonald's Private
Client Group. Before joining McDonald Investments, Mr. Elliott worked for
Barrington Financial Advisors, a private investment management and
financial planning firm in Houston, Texas. There, he was responsible for the
firm's investment research, developing asset allocation models for individual
portfolios and monitoring client portfolios.
Charles is a graduate of Case Western Reserve University (B.S.) and has a
Masters in Business Administration from the University of Houston. Mr.
Elliott is responsible for the firm's asset management strategy and investment
research that is utilized in managing and monitoring client portfolios, as well
as the day to day management of client portfolios.
Charles is a CERTIFIED FINANCIAL PLANNER (CFP) and is a
Registered Representative through Walnut Street Securities, Inc. a broker /
dealer member NASD, SIPC.
E-Mail:
ABOUT US
celliott@plancorp.biz
ABOUT US
ABOUT US
The FMS Challenge
The FMS 401(k)
Administration
Employee Education
Fund Selection
Managed Portfolios
Liability Protection
Full Fee Disclosure
Experience
About Us
Contact Us
Links
The FMS 401(k)
Administration
Employee Education
Fund Selection
Managed Portfolios
Liability Protection
Full Fee Disclosure
Experience
About Us
Contact Us
Links
CONTACT US
9050 Sweet Valley Drive
Valley View, OH 44125
216.642.1099 Phone
888.665.1099 Toll Free
216.642.1186 Fax
info@FMS401k.com
Valley View, OH 44125
216.642.1099 Phone
888.665.1099 Toll Free
216.642.1186 Fax
info@FMS401k.com