Charlie Toole | Boston, MA Financial Advisor | Adviser Investments
Charlie Toole
Director of Portfolio Management
617.321.2200 Schedule a Meeting

Charlie Toole

Director of Portfolio Management

Background Experience

Charlie is portfolio manager for Adviser Investments’ dividend growth strategies, and he serves as a member of the firm’s Senior Investment Committee. He joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. An engineer by training, Charlie has more than a decade of investment experience and his commentary on the economy, markets and dividend stocks has appeared in Barron’s, Forbes and Investor’s Business Daily. 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 five-time recipient of Boston magazine’s Five Star Wealth Manager award. He earned his Chartered Financial Analyst® (CFA®) designation in 2008 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011. He is a member of the CFA Institute and the Boston Securities Analysts Society (BSAS).


Five Star Wealth Manager (2019, 2020, 2021, 2022, 2023)



The Best Financial Advice I Ever Received

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

Call: 617-321-2200

85 Wells 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 Latest Insights

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.