Michael J. Toia
Michael J. Toia

Michael J. Toia Wealth Strategist

Joined Northern Trust

2000

Education

  • Business Administration with a Minor in Economics from Shephard University

Credentials

  • Series 7 License and Series 65 License

Expertise

Michael works with both current and prospective clients to develop new, or improve existing, wealth planning strategies for Individuals, Families, and Business Owners. Strategies include: Goals Driven Wealth Management, tax efficient transfer of wealth between generations, business succession, and transition/retirement planning. Michael calls on his extensive wealth management experience to design strategies that are custom tailored to each client’s unique individual goals, needs, and aspirations.

Experience

Michael joined the Phoenix office in 2000 as an associate investment portfolio manager and has over 20 years of investment experience. His primary focus during that time has been assisting high net worth individuals, families, and business owners. Starting January 2009, Michael assumed oversight of the Northern Trust Securities Inc. brokerage relationships in the Phoenix, Scottsdale, and Las Vegas markets.

Community Involvement

Michael currently serves on the Board of Directors for Big Brothers Big Sisters of Southern Arizona and the Tucson Botanical Gardens. He is a member of the Banner Health Community Advisory Board for Southern Arizona.