Beacon Financial Richard O'Toole

2700 N. Peninsula Ave.
#326
New Smyrna Beach,
Florida 32169


(386) 409-0857

RICHARD O'TOOLE
Senior Partner                                                       Financial Consultant

r.otoole@beaconfinancialgroup.net

Richard is a Senior Partner and Co-Founder of Beacon Financial Group with more than 48 years of experience in the financial sector. In October 2000, Richard established Beacon’s Florida office when he moved to New Smyrna Beach. Prior to becoming a financial consultant with AMEX in 1991, Richard held various positions with Chase and other world banks as a Vice President in domestic and international corporate banking. A graduate of Florida State University, Richard is married with 2 great sons and 6 wonderful grandchildren. He is actively involved in tennis, windsurfing, kayaking and scuba diving. He travels part of the year visiting clients in 13 states and overseas. Richard recently stepped down as President of his condo association board after 12 years of service so he could volunteer more time with the Coast Guard Auxiliary and as an instructor at the Marine Discovery Center.  Richard holds various investment and insurance licenses and enjoys working with families, small businesses and entrepreneurs requiring College funding and Retirement Planning. He uses asset allocation, diversification* and a wide range of investment products to help his clients meet their goals.

 

*Diversification does not guarantee investment returns and does not eliminate risk of loss.

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