DJ Totland, AWM, CFP®, CIMA®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

732-576-4629
Email | |
732-576-4601

DJ specializes in wealth management for high-net-worth individuals and their families. He joined RBC Wealth Management® as the branch director of the Shrewsbury, New Jersey, office in 2007. He moved that office in 2009 to its current location on Newman Springs Road in Red Bank. With extensive experience managing individual high-net-worth portfolios, DJ is a proven business executive with 20-plus years of experience in wealth management.

A 1988 graduate of the Citadel Military College in Charleston, South Carolina, DJ began his career in the financial services industry at Smith Barney and its predecessors in 1991.

DJ obtained the Certified Investment Management Analyst (CIMA®) designation in 2002 from the Wharton School of Business. The CIMA® certification is held by a very small percentage of financial consultants who undergo extensive training in order to receive it. The rigorous CIMA® certification process sharply honed his skills and expertise, allowing DJ to work even more closely with his clients to establish realistic objectives, evaluate compatible investment philosophies, and pursue the appropriate investment strategies that meet their ongoing financial and lifestyle needs. DJ has been a member of the Investment Management Consultants Association (IMCA) since 2002. He also has passed the Series 3, 7, 9, 10, 63 and 65 exams and is licensed to provide insurance in New Jersey, Illinois, Pennsylvania, New York and Texas.

DJ is part of RBC Wealth Management’s Portfolio Focus program, a personalized portfolio management program for which only a select group of RBC Wealth Management’s financial advisors qualify. In 2009, DJ earned the Accredited Wealth Manager designation through an education program sponsored by RBC Wealth Management from the Academy of Multidisciplinary Practice, Inc. and the Estate & Wealth Strategies Institute at Michigan State University. This program is only offered to proven experienced financial advisors. Recipients of this certification are recognized for their advanced knowledge in the specialty areas of investment strategies, insurance, estate planning, charitable giving, business succession solutions, and retirement planning.

In 2012, DJ was given the honor of being named one of the Top 100 Branch Directors by On Wall Street.

During 2013, DJ successfully completed financial planning coursework and passed the CFP® Certification Examination, earning the designation of CERTIFIED FINANCIAL PLANNER™. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

DJ’s professional accomplishments and niche expertise serve him well. He integrates his strong background as a financial advisor into the trusted and personal relationships he has built with his clients and their families for over two decades. In addition, DJ’s business acumen and tested leadership has led him to the branch management position he now holds at RBC Wealth Management.

An active and dedicated member of his community, DJ serves on the Board of Trustees for The First Tee of The Jersey Shore, of which he is a past president. DJ is an avid golfer. He lives in Tinton Falls with his wife, Trish, and two daughters, Taylor and Nicole.

Greg Davidson, AWM

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

732-576-4610

Qualifications

Greg joined RBC Wealth Management in the spring of 2009 bringing his 23 years of financial service industry experience to the Red Bank, NJ office. He began his financial services career at Smith Barney, New York City in 1985 after serving his country for six years in the U.S. Navy. Starting in the stock record department, he quickly moved through the ranks of the firm. In 1987, Greg was promoted to the Mortgage-Backed Securities trading desk as a clerk. Later he became a Retail CMO Trader and soon ran the Smith Barney’s Retail CMO desk. Ultimately, he became an Institutional Whole Loan CMO Trader where he made markets for institutional clients that included money managers, insurance companies and pension funds. During this time, he simultaneously earned a college degree. In 1994, Greg joined Cantor Fitzgerald in the World Trade Center where he started and managed the Mortgaged-Backed Trading Desk that catered to the regional dealer community for all mortgage products including derivatives. In 1998, Greg changed course to spend more quality time with his family and began working directly with individuals. He spent two years as an independent insurance agent focusing primarily on Long-Term Care, Medicare Supplement and Life insurance for seniors. Greg rejoined Smith Barney in 2000 as a financial consultant where he began working with individuals on their investment portfolios.

As a sign of his continued commitment to provide the highest level of client service, in July of 2010, Greg earned the firm’s internal designation of Accredited Wealth Manager (AWM).  By attaining the AWM designation he has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, and estate planning strategies.

Greg graduated from Pace University, NY, in 1993 with a Bachelor of Business Administration degree. He has passed the Series 7, 63, and 65 exams as well as holding a NJ Insurance Producer license for life, accident, health, and variable annuities. His business experience and strong interpersonal skills provide a solid foundation to build lasting relationships with his clients as a Financial Consultant.

Personal

Greg is a proud U.S. Navy veteran, serving from 1980 through 1985. Stationed aboard the USS Saratoga CV-60 as an electrician, He worked both in the Engineering and Air Departments. His roots in the Jersey shore stretch back to 1972. Greg currently lives in Middletown, NJ with his wife of 30+ years Anne. They have two beautiful daughters Kelly and Megan who upon graduation decided to follow their parents’ footsteps, embarking on their own careers in the financial services industry. During the warmer months he is an avid, yet challenged golfer. In the cooler seasons, he is a competitive bowler.

Christopher Meyer, CFP®

Senior Financial Associate

732-576-4625
732-576-4601

Chris has been working in the financial industry since 2005. He has passed the Series 7, 9, 10 and 66 exams and is licensed to provide insurance in New Jersey. He graduated magna cum laude from Monmouth University in West Long Branch, New Jersey, in May 2007 with a bachelor’s degree in business administration, with a concentration in management and a minor in information technology. He was a recipient of the RBC Financial Group Award of Excellence in 2010, an award that is given to a small percentage of employees at the firm that demonstrate high levels of responsiveness, competency, client service and teamwork.

During 2013, Chris also successfully completed financial planning coursework and passed the CFP® Certification Examination, earning the designation of CERTIFIED FINANCIAL PLANNER™. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

Chris currently resides in Belford, New Jersey, with his wife Coleen. He was a member of Henry Hudson Regional’s Board of Education from 2007-2010 and served as the vice president of the board in 2010. He enjoys golf, running and playing basketball in his free time.

Christine LaSpina

Senior Investment Associate

732-576-4653
732-576-4601

Christine has been in the financial services industry since 1988. She has passed her Series 7, 9, 10, 31, 63 and 65 exams and is a licensed insurance producer. Christine began her career providing bank clientele with customer service. After receiving her life insurance license in the early 90s, she transitioned from the banking platform to wealth management. Over the years, after numerous promotions, she worked her way from client services to management.

Prior to joining RBC Wealth Management in 2013, Christine was a vice president/ complex risk officer for Morgan Stanley. She was responsible for overseeing the activities of financial advisors within the complex, ensuring they were providing suitable transactions to their clientele. Christine’s management role began at AG Edwards and Sons where she was the branch administrative manager/first vice president. This role enhanced her knowledge of wealth management/compliance and opened up new opportunities for her. Christine is now a part of The Totland Group and is excited to provide our team and clients with fast, efficient assistance while we work together to give our clients the personalized service they deserve.

Christine resides in Brick, New Jersey, with her significant other, Russell. She enjoys boating, music, concerts and long weekends in South Florida for some fun and sun.