Seacoast Investment Services
CFP®1, WEALTH ADVISOR, MARKET LEADER
SENIOR VICE PRESIDENT
Brittany is a Senior Vice President, Wealth Advisor, and Market Leader with Seacoast Wealth Management. She serves a select number of high-net-worth families and leads a team of credentialed specialists in cash flow planning, investing, credit, business succession planning, charitable gift planning, and estate strategies. With patience and an eye for detail, she evaluates clients' short-, medium-, and long-term goals and analyzes the interaction of multiple objectives and the far-reaching implication they can have on each other.
Prior to joining Seacoast, Brittany spent nearly a decade at SunTrust (now Truist) Wealth. Brittany has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ and she obtained her Master's in International Business, Bachelor's in Finance, Minor in Entrepreneurship, and a Global Management Certificate all condensed in four years at the University of Florida.
Brittany is a native of Boca Raton, FL, but has spent the past few years in Tampa. To serve the Tampa Bay community, Brittany is Chair of Community Foundation of Tampa Bay's YPAN and serves on the Career Exploration Committee for Think Big for Kids.
Brittany can be contacted at Brittany.Toolsie@SeacoastBank.com
1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.