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, NJ 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, SC, 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 holds the Series 3, 7, 9, 10, 63, and 65 and is licensed to provide insurance in NJ, IL, PA, NY, and TX.

DJ is part of RBC Wealth Management’s® Portfolio Focus program, which is 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 and he earned 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 CASA (Court Appointed Special Advocates) for children, The First Tee of Monmouth and Ocean Counties which he serves as Vice President, and St James Elementary School in Red Bank, NJ. He also is involved in the Red Bank Catholic Boosters where he helps in fund raising events tied to RBC Athletics and chairs the RBC Golf Outing.

DJ is an avid golfer. He lives in Tinton Falls with his wife, Trish, and two daughters, Taylor and Nicole.

Christopher Meyer, CFP®

Senior Financial Associate

732-576-4625 | Email
732-576-4601

Chris has been working in the financial industry since 2005. He holds his Series 7, 9, 10 and 66 and is licensed to provide insurance in NJ. He graduated Magna Cum Laude from Monmouth University in West Long Branch, NJ 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. The RBC Financial Group Award of Excellence is 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 and he earned 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, NJ. 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 running and playing basketball in his free time.

Laura Ray

Branch Service Manager, Senior Registered Client Associate

732-576-4616 | Email
732-576-4601

Laura began her career in the financial industry in 1984 with Shearson Lehman Brothers, now Morgan Stanley Smith Barney, as a wire operator transmitting orders to the floor of the stock exchange. From there she quickly moved up to an Operations Associate and then a Registered Sales Associate supporting one of the top producers in the company.

Prior to joining RBC in 2012, Laura had worked her way up to Vice President and Complex Service Manager for Morgan Stanley Smith Barney where she over saw the operations of 3 locations, a staff of more than 35 brokers and 15 administrative assistants.

Laura now serves as the Senior Registered Client Associate to the Totland Group while also supporting the Red Bank office as the Branch Service Manager.  Laura studied at the New York Institute of Finance and holds her Series 7, 63, 66, 9, and 10 licenses.

Laura resides in Point Pleasant, NJ with her daughter Jenna and her son Nick, now attending West Virginia University. Laura has a passion for cooking, loves music, enjoys entertainment in New York City, skiing, the beach and spending time with her family.

Gina Kletter

Investment Associate

732-576-4626 | Email
732-576-4601

Gina joined the Totland Group in February 2015 as an Investment Associate. Before joining RBC Wealth Management, Gina was a Senior Registered Client Service Associate and Portfolio Associate at Morgan Stanley Smith Barney in Red Bank, NJ. She completed Morgan Stanley’s World Class Service Program for Client Service Associates in June 2008 and achieved an ACE award in 2009 for exceptional service.

Gina’s studies were concentrated in business and she attended the Academy of Finance Alliance program through Baruch College. Upon graduation, she transitioned to St. John’s University and majored in finance. She began her financial career in 1986 as a Broker Assistant on the intermediate bond desk at Cantor Fitzgerald, and she credits much of her success to being immediately immersed in a challenging and fast-paced environment on the trading floor. In 1990, Gina transitioned to the retail side of the business at Shearson Lehman Hutton. After staying home to raise her three children, she resumed full-time employment with UBS in 2004. Gina has over 20 years of experience in the financial services industry, and holds her Series 7, 66 and New Jersey Life Insurance licenses.

Gina is an active volunteer with the Hope for Animals Rescue Group, fostering and rehabilitating animals for adoption. She has also supported Parents of Preemies and Mothers of Multiples organizations. Gina enjoys faux painting, snow skiing and attending concerts. She is a proud mother of a Fairleigh Dickinson graduate and two children currently attending college.