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Don T

CFP®, Series 63, Series 66

Jonesville, MI

Edward Jones

Don Toffolo is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part-owner of a small residential property rental business with his wife. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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