Throughout her noteworthy 30+ year career in the financial services industry, Toni has established herself as a knowledgeable guide for lifecycle planning and longevity planning solutions. “Planning for all life stages is invaluable,” she says. “I am passionate about all aspects of wealth management support, especially providing information and resources that help people live their best lives at every age.”
Toni started her career at a municipal bond firm before taking on the role of Senior Vice President at Raymond James & Associates and managing her practice in St. Petersburg, Florida. In 2013, she joined The Millstone Evans Group where she focuses on lifecycle planning by leveraging her extensive financial planning knowledge with compassion and practical guidance to help clients navigate often-complicated investment options and make smart financial choices.
Clients value Toni’s experience around key areas that have significant implications in retirement – including planning around Medicare, life and legacy, and personal finance, as well as focusing on risk management, insurance and long-term care.
Toni holds the designations of Accredited Asset Management Specialist™, and Wealth Management Specialist™. She is an Investment Advisor Representative holding a Series 66 securities license and Life and Annuity Insurance licenses. She is also a member of the Raymond James Longevity Advisory Board.
In both her professional and personal lives, Toni is an ardent believer in lifelong learning and ongoing education, especially when there’s a new tool or resource that makes a positive difference. (Did you know she’s learning Italian?). She has seen the financial planning industry evolve and is more committed than ever to helping clients with today’s challenges. Her thoughtful approach is designed to help clients pursue their most important goals with resources to enjoy the next phase of their financial lives.