Toni Brown
Toni has worked in Financial Services for over 20 years where she enjoys helping people work towards their retirement goals.
Having goals of her own, Toni decided to spend more time writing and published her first children’s book
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“Mommy, What Color is Love?” in March of 2020. She enjoys writing poetry, editing books and creating writing journals.
She recently published two more children’s books, “Mommy and Daddy I’m COUNTING on you” and “Dance out Loud”.
Areas of Expertise & Topics for Training, Presentations and Coaching
Client relations
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Develop and maintain relationships with decision makers and
day to day plan contacts and advisors
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Organize annual client visits to optimize client services
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Payroll, compliance, plan audits, plan mergers and
daily plan activities
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Compile data, track communications, escalations and offer
solutions while promoting products and services
Retirement education
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401(k) plan participants and Pension account holders, policies and procedures IRS regulations
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Retirement planning
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Problem solving and research
Investor relations
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Engage investors in beneficial conversations in order to establish client needs and acquire new assets
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Proactively cross-sell products and services to promote other business areas
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Assist shareholders with account information, processing procedures, and general investment transactions
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