With more than 15 years of experience in the financial services industry, Lindsey Toole works closely with clients and their families to develop financial strategies that address their specific concerns and goals. Specializing in wealth accumulation and distribution, retirement planning, education planning, charitable giving, and income distribution, he serves as a lifelong financial guide for his clients.
Lindsey started his career as an intern with Solomon Smith Barney in Asheville, North Carolina. He received his bachelor’s degree in finance from Montreat College and recently received his Master of Science in Banking and Financial Services Management from Boston University. He began his career in Augusta, Georgia, moving to Florida in 2008. Over the years he has served as a Financial Advisor, Premier Banker, COO of a wealth management group in Tampa, FL and serves today as a Wealth Advisor with AWA Investment Advisors.
Lindsey is actively involved in his community and enjoys giving back. He served on various boards for non-profits prior to moving to Florida. He was secretary of SERTOMA Club of North Augusta, on the Finance Committee for North Augusta Chamber of Commerce, Chair of the Ambassador’s Council, and treasurer of Dream Builders of Augusta’s Youth. He also served as a Volunteer Firefighter with the North Augusta Department of Safety. A 2013 graduate of Leadership Sarasota, he continues to participate with the program.
Since 2010, Venice, FL has been home for Lindsey and his wife, Ashley, and their three sons Luke, Declan, and Adler. When Lindsey isn’t coaching his sons’ youth sports teams at the local YMCA, they enjoy taking family vacations to Dallas, Augusta, and the Carolina mountains. A golf enthusiast, Lindsey has attended The Masters every single year since 1988.