Michael O'Toole

Michael O’Toole is a Relationship Manager and Paraplanner with a sharp eye for market dynamics and helping clients in need. After earning his Finance degree from the University of Arizona, he launched his career in 2020 at Robinhood, securing Series 7, 66, and 63 licenses while excelling in equity analytics, portfolio construction and design and reporting. He later joined Moors & Cabot, where he supports 800+ clients with retirement planning, ad-hoc analytics, and research for portfolio reports and client maintenance. A natural team-member and problem-solver, he thrives on turning complex data into clear strategies.

Born and raised in Idaho, Michael traded the mountains for desert sun in 2016 to pursue his Finance degree at the University of Arizona.  He now returns with his wife and dogs to deepen his roots in Idaho.