Michael O'Toole

Born and raised in Idaho, Michael O’Toole is a Relationship Manager and Paraplanner with a sharp eye for market dynamics and a dedication to helping clients. After earning his Finance degree from the University of Arizona, he moved to Colorado to launch his career in 2020 at Robinhood, securing his Series 7, and 63 licenses as well as a cuddly lab named Marla. Problem solving became his focus, whether it be navigating equity execution questions, investigating fraud on the Security and Privacy team, or figuring out which missed turn made the hike twice as long as expected.

He later joined Moors & Cabot in Mesa, Arizona, where he supported over 800 clients with retirement planning, ad-hoc analysis, research, and ongoing client maintenance. This afforded him many opportunities to indulge in his passions for portfolio analysis, trading, and explaining how cool Excel spreadsheets are in great detail. While attempting to balance his love for playing tennis with concerns of heat stroke during the Arizona summers, Michael obtained his Series 66 license and married his lovely wife Rebecca.

Michael returned home to Idaho with his wife and dogs, where he now continues to grow his roots and career. Outside of work, Michael can be found lifting weights, exploring with friends, and attempting to see every movie ever made.