John O’Toole, CRPC®
Senior Wealth Advisor
Hilton Head Island, South Carolina
John (Jay) works with families and individuals that are within 10 years of retirement to having just retired. He believes each client and family needs are different, but the process to financial success starts with detail planning before any investment recommendations can be made.
Jay has over 30 years’ experience in the investment and wealth management field. Before joining EP Wealth Advisors, Jay was a Managing Partner at Warren Financial. Early in his career Jay worked as an institutional fixed income analyst and salesman with Dean Winter, Printon Kane and Fuji Bank. On the wealth management side, Jay held roles at Smith Barney and RBC, working with executives of publicly traded companies on how to hedge, monetize, and diversify their concentrated company equity holdings.
Jay received a B.A. in Business with a concentration in Finance from St. Edward’s University. He holds the CRPC (Charter Retirement Planning Counselor) designation.
Currently, Jay spends his free time at a local CrossFit where he is a part owner and weekends trying to develop skills on the golf course. In addition, Jay is on the board of the Boys and Girls Club of Hilton Head and is the chairman of their endowment committee. Jay has one daughter that is also in the finance industry with Bank of America in Bethesda, Maryland.
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