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Will Toczylowski, CFP®

Investment Sales Associate

New York City Metropolitan Area

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Timeline
About me
Wealth Advisor
Education
- Concord Carlisle Regional High School
  2009 - 2011
- Hinsdale Central High School
  2008 - 2009
- Providence College
  2011 - 2015
  BS Finance Major, Economics Minor
- Queen Mary University of London
  2013 - 2013
  Business/Managerial Economics, International Finance, History
  I traveled abroad for the autumn semester of my junior year to London, England, where I studied Managerial Economics, International Trade/Policy, and History/Development of Economic Thought.
- New York University
  2020 - 2021
  Certificate of Financial Planning Financial Planning and Services
Experience
- Fidelity Investments
  Jul 2015 - Aug 2016
  Investment Sales Associate
- Mariner Wealth Advisors
  Nov 2016 - Jul 2017
  Financial Planning Associate
- BNY Mellon Wealth Management
  Jul 2017 - Aug 2019
  Associate - Senior Portfolio Analyst
  Portfolio Management
- Capital Group
  Aug 2019 - now
  - VP, Senior Relationship Specialist
    Apr 2023 - now
  - AVP, Relationship Specialist
    Aug 2019 - Apr 2023
- Future You Wealth
  Nov 2024 - now
  Wealth Advisor
  Future You Wealth offers comprehensive wealth management for high-earning professionals through all stages of life. We stand apart from the industry in our independence, highly qualified and experienced team, tailored end-to-end service at low, transparent fees, and our focus beyond wealth, on how money can be used as a resource for a great life.
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Series 63
  Financial Industry Regulatory Authority (FINRA)
- CERTIFIED FINANCIAL PLANNER™ Professional
  CFP Board
  Apr 2022
  View certificate

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