Rosemarie Toole
Client Service Associate
CLIENT VISION
I strive to help the advisors and their clients with my knowledge, patience, and positive attitude to ensure excellent client service.
AREAS OF EXPERTISE
- Client Support
- Administration Support
- Clientworks
- Redtail
- Annuities
- EMoney
OUTSIDE THE OFFICE
I grew up in Long Island, New York, the youngest of two brothers and two sisters. We ended up moving to Florida for the duration of High School. I went to college, graduated, and became an Assistant Store Manager at Target for 15 years, where I learned to provide excellent guest services. Being with Target, I moved around a lot: Georgia, Utah, Alabama, Texas, and back to Florida.
After Target, I started working as a Virtual Administrator for 12 years for LPL Advisors. I’ve been an Onboard Specialist for three years, where I was able to help new advisors onboard with LPL Financial and assist with bringing their book of business over from other Contra Firms. After, I was able to work as the Virtual Administrator for numerous advisors for the last nine years.
I have a 15-year daughter that keeps me busy most of the time. When I have a moment, the beach is my happy place, and I try to get there as much as possible.
Rosemarie Toole
Client Service Associate
CLIENT VISION
I strive to help the advisors and their clients with my knowledge, patience, and positive attitude to ensure excellent client service.
AREAS OF EXPERTISE
- Client Support
- Administration Support
- Clientworks
- Redtail
- Annuities
- EMoney
OUTSIDE THE OFFICE
I grew up in Long Island, New York, the youngest of two brothers and two sisters. We ended up moving to Florida for the duration of High School. I went to college, graduated, and became an Assistant Store Manager at Target for 15 years, where I learned to provide excellent guest services. Being with Target, I moved around a lot: Georgia, Utah, Alabama, Texas, and back to Florida.
After Target, I started working as a Virtual Administrator for 12 years for LPL Advisors. I’ve been an Onboard Specialist for three years, where I was able to help new advisors onboard with LPL Financial and assist with bringing their book of business over from other Contra Firms. After, I was able to work as the Virtual Administrator for numerous advisors for the last nine years.
I have a 15-year daughter that keeps me busy most of the time. When I have a moment, the beach is my happy place, and I try to get there as much as possible.
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Integrated Financial Group 200 Ashford Center North Suite 400 Atlanta, GA 30338
TOP 25 FIRM
2003-2021
Top Ranked Workplace
2015-2022
Top 25 Firm
2003-2021
TOP RANKED WORKPLACE
2015-2022
Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.