The Fox/Thistlethwaite Group

The Fox/Thistlethwaite Group helps provide sound professional investment management and planning to business owners, professionals and those who have experienced a life event such as divorce, death of a loved one or an upcoming retirement. We find that our clients typically face three challenges in navigating the maze of financial information:

1. The time or inclination to manage their own investments. Every hour spent trying to manage their own portfolio is time taken away from other things they value and enjoy. We relieve clients of the burden of managing their wealth and our clients understand the value of professional investment management.

2. The discipline to manage investments through fluctuating market conditions. We provide objectivity through a defined process that helps take emotion out of the equation.

3. A clear financial perspective. It is difficult for our clients to coordinate all the diverse financial components in their life. We help define their objectives, take inventory of their resources and design a custom strategy to achieve their goals. This gives our clients a sense of context and clarity and helps them make better planning and investment decisions.

Whether you’re a business owner searching for strategies on how to keep more of your hard earned income, a professional who’s worked hard for your success looking to make the best financial decisions for you and your family’s future or someone who has experienced a life event seeking advice for planning, The Fox/Thistlethwaite Group can help. Our team of planning, investment and service professionals is dedicated to growing and protecting your wealth through a consistent process delivered with exceptional personal attention. We work tirelessly to prioritize what matters most to you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

6250 Levis Common Blvd, 2nd
Fl
Perrysburg, OH 43551
US
Direct:
(567) 336-4722(567) 336-4722
Toll-Free:
(888) 404-0854(888) 404-0854

Meet The Fox Thistlethwaite Group

About Me

Rob started in the investment business in 1987. He works with individuals, professionals, small business owners and select non-profit organizations. Rob is a Certified Financial Planner and has an emphasis in financial planning, retirement planning, business retirement plans and asset management. He is also a Charter Retirement Planning Counselor and a Charter Retirement Plans Specialist.

He has a degree in finance from the University of Toledo and attended St. John’s High School after growing up in Sylvania. Rob is currently President of the Rotary of Perrysburg and is active with the Humane Society. He has served on the board of the Epilepsy Center of Northwest Ohio, Goodwill Industries and committees for other organizations including the Toledo Museum of Art and the American Cancer Society. Rob and his wife Kristi live in Perrysburg with their two boys, Matthew and David.
Securities Agent: TX, OH, MT, WI, WA, VA, UT, TN, SC, PA, OR, NC, MN, MI, MD, MA, KY, KS, IN, IL, IA, GA, FL, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative

About Me

Craig entered the investment business in 1994. He works with individuals, professionals, and small businesses. Craig has an emphasis on Financial Planning, Retirement Planning, asset Management and Retirement Plan Rollovers.

Craig has a degree in finance from the University of Toledo with a specialization in investment and risk management. He devotes time every year to attend seminars and workshops on Estate Planning, Alternative Investments and Comprehensive Wealth Management.

He is involved in his church and the Rotary Club of Perrysburg, as well as The Daughter Project. Craig lives in Perrysburg with his three boys, Mitchell, Cohen, and Jacson.

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) , its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
Securities Agent: TX, OH, WI, WA, VA, UT, TN, SC, PA, OR, NC, MT, MN, MI, MD, MA, KY, KS, IN, IL, IA, GA, FL, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative

About Me

Dave entered the investment business in 1997 and joined the team in the following years. He utilizes technical analysis to highlight market opportunities, manage risk and in developing and managing portfolios. Dave is a Chartered Market Technician® and has been a member of the Market Technician’s Association for over ten years.

Dave attended St. Johns and Bedford High Schools and then entered the U.S. Air Force in 1980. He began his studies at LSU while stationed in Shreveport, LA for four years. After being honorably discharged, Dave completed his Bachelor’s Degree in Finance at the University of Toledo.

Dave and his wife Deanna live in Temperance, Michigan with their two sons, David and Joey.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Morgan Stanley and Justin Rose: A Winning Team

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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Sign Up for eDelivery

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Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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