Toni has been providing wealth management advice to families and individuals for more than 30 years. With financial planning as her main focus, Toni helps clients reach for the comfort and guidance they seek in meeting their financial obligations and achieving their retirement goals.
Toni currently serves as a backup financial advisor for a number of existing clients with The Millstone Evans Group. Toni brings her vast breadth of knowledge to the team, offering a variety of services to our clients, including personal financial and insurance planning. She is an encyclopedic resource for clients in helping them live better and more fulfilling lives.
In addition to implementing proactive strategies such as life and long-term care insurance, Toni seeks to develop solutions by designing individually tailored financial plans as well as education and retirement plans. Toni fosters strategic relationships and resources that help support conversations with clients concerning Medicare Planning, Risk Management and Legacy Planning – all of which have financial implications in retirement.
In 2000, Toni moved her advisory practice to the downtown St. Petersburg office of Raymond James, joining The Millstone Evans Group in Boulder in 2013. Her career began at Amuni Financial, where she developed her extensive knowledge of municipal and corporate bond underwriting, along with building her advisory business and managing her own practice.
Toni holds Series 7 and 66 securities licenses, Life and Annuity Insurance licenses, the designation of Accredited Asset Management Specialist™, and the designation of Wealth Management Specialist™.