Michael J. Toia
Michael J. Toia

Michael J. Toia Wealth Strategist

Joined Northern Trust

2000

Education

  • Bachelor of Science in Business Administration with a Minor in Economics from Shepherd University
  • Marketing Diploma from the University of Auckland in New Zealand

Credentials

  • Series 7 License and Series 65 License

Expertise

Michael calls on his extensive investment management experience to collaborate with affluent individuals, families, and entrepreneurs on comprehensive wealth advisory solutions including, Goals Driven Wealth Management, tax efficient wealth transfer & wealth legacy design, business succession, and transition/retirement planning.

Experience

Michael joined Northern Trust in 2000 as a Portfolio Manager and has served in multiple investment advisory and wealth planning roles. Beginning 2009 he oversaw Northern's brokerage operations in the Phoenix, Scottsdale, and Las Vegas markets. Most recently, Michael led client and community development efforts in the Tucson, Arizona market. Michael began his career in financial services with Charles Schwab.

Community Involvement

Michael has served on the boards of Habitat for Humanity Central Arizona, Big Brothers Big Sisters of Southern Arizona, the Banner Health Community Advisory Board, and Tucson Botanical Gardens, were he remains a finance committee member. Michael and his family regularly volunteer and look forward to finding opportunities to serve the Rocky Mountain community. Michael is a member of the Colorado Planned Giving Roundtable and is also a member of the Denver Angels regional startup investors group.