Charlie Toole | Boston, MA Financial Advisor | Adviser Investments
Charlie Toole
Vice President, Portfolio Manager
617.321.2200 Contact Charlie
617.321.2200

Charlie Toole

Vice President, Portfolio Manager


Background Experience

Charlie serves as a member of the firm’s senior investment committee and joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. An engineer by training, Charlie has more than a decade of investment experience. Prior to joining Braver in 2006, he held positions with Boston Engineering Corporation and Parametric Technology Corp. as a consultant to technology and manufacturing firms. He holds a B.S. in mechanical engineering from Worcester Polytechnic Institute and an M.S. in mechanical engineering from Northeastern University. Charlie is a three-time recipient of Boston magazine’s Five Star Wealth Manager award. He earned his Chartered Financial Analyst (CFA) designation in 2008 and his CERTIFIED FINANCIAL PLANNER™ certification in 2011, and is a member of the CFA Institute and the Boston Securities Analysts Society.

Awards

Five Star Wealth Manager (2019, 2020, 2021)

Certifications

CFA, CFP®

The Best Financial Advice I Ever Received

Save and invest as much as you can as early as you can.

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Security Analysis
Portfolio Construction
Risk Management
Retirement Planning
Cash Flow Planning
Social Security Analysis
Data Analysis and Statistics
Environmental, Social, Governance

Charlie's Insights

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For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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