Toni truly cares about our clients and it shows in her daily commitment to serving them well. She serves as the liaison between our clients and Legacy Wealth Partners, diligently addressing their requests and facilitating an exceptional experience.
In addition, she handles financial transactions, prepares reports, coordinates staff, and plans and orchestrates client events, all while helping to ensure the smooth operation of our office.
Toni has worked in the financial services industry since 2002. Before joining Raymond James in 2020, Toni was a client service associate at David A. Noyes & Company. Earlier in her career, she was a client associate at Wells Fargo/Wachovia and a cashier/wire operator at A.G. Edwards.
Toni was born and raised in Indianapolis and lives on the northeast side of the city with her husband, Dan, and mother, Linda. She has two grown children, Nick and Jami. In her free time, Toni enjoys knitting and gardening, and helps with her husband’s building appraisal business. She is a member of the Order of the Eastern Star along with her mother and son.