Type Of Business:
Financial Advisory Firm
Expertise:
Mr. Tolan's expertise includes investment and estate management services.
Major Product/SVS:
Brokerage, Investment and Financial Advisory Services
Hobbies/Sports:
Spending Time with his Family, Exercising, Watching Professional Sports
Education Degrees:
Bachelor of Science, Business Administration, Duquesne University (1971)
Affiliations Awards:
Financial Planning Association; Diamond Ring Club (1998)
Place of Birth:
Pittsburgh
Industry:
Financial Advisement
Country of Origin:
Pennsylvania
Children's Names:
Kevin, Ryan, Caitlin, Lenore, Cynthia, Jeremy
How would you like to be remembered by your peers?:
That I never compromised my intergrity.
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlight of his career was being among the top one percent of advisors in Ameriprise's Hall of Fame
Charity:
Local Catholic Church
Number Of Years In Profession:
33
Number Of Years In Current Position:
33
What Does He/She Attribute Success To:
He attributes his success to his hard work and integrity.
Why did you become involved in your profession or industry?:
He became involved in his profession because of his interest in financial management.
Extended Bio Profile:
Mr. Tolan also speaks publicly and holds financial planning seminars.
Position Responsibilities and Duties:
Assisting Clients, Interviewing Prospective Clients, Reviewing Current Accounts, Supervising Six Assistants, Making Financial Planning Recommendations
Education Certifications:
Certified Financial Planner, College for Financial Planning (1983)
Awards/Honors:
Client Satisfaction Award (2008); Circle of Success Award (2001-2008); Hall of Fame Award (2003), Ameriprise Financial, Inc.