Daniel Toll, Cfp®, Crpc® Email & Phone Number

Daniel’s mission, first and foremost, is to understand you. He takes the time to ask hard, smart questions and to listen carefully. He also takes time to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. His mission then is to design, implement and monitor a customized wealth management strategy and time-tested investment program that helps enable you and your family to achieve your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk. Wealth management isn't merely moving money or chasing temporary gains. It is using wealth to turn goals into reality. Daniel feels that commitment to the review process and accessibility in-between scheduled reviews are essential components in achieving the desired result with any investment portfolio. Sometimes financial circumstances change or additional opportunities become available. He believes the two-way communications is imperative. His goal is to become a lifetime resource to those who have entrusted him with their financial well being. In addition, Daniel works closely with clients' other family advisors including attorneys and accountants, to focus on clients' tax, estate, and wealth transfer planning strategies. One of the most deeply held principles at RBC Wealth Management is that client’s interests come first. Daniel is proud to uphold that tradition. Clients enjoy the benefits of one of the world's most respected financial organizations with a robust platform and the intimacy of a boutique. He views clients as family, knowing their hobbies, interests, and most importantly, their critical financial objectives. Daniel works hard to simplify the lives of clients and give them confidence that they can achieve their dreams and aspirations.

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  University Of Missouri System

  Finance