Nicholas Toman Email & Phone Number
Director of Wealth Management @ John F. Suby Wealth Management LLC
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Nicholas Toman Location
- Madison, WI, US
Nicholas Toman Work
- Director of Wealth Management @ (February 2025 - Present)
- Sr. Retirement Planner and Investment Advisor @ (November 2018 - February 2025)
- Financial Advisor @ (November 2018 - February 2025)
- Assistant Vice President-Wealth Management Banker at U.S. Bank Wealth Management @ (February 2015 - November 2018)
- Investment Advisor @ (November 2011 - December 2014)
Nicholas Toman Education
- University of Wisconsin-Whitewater
BBA (Accounting)
1987-1991
Nicholas Toman Skills
- Retirement Planning
- Retirement
- Wealth Management
- Private Banking
- Strategic Financial Planning
- Investments
- Financial Planners
- Financial Advisory
- Asset Management
- Asset Allocation
- Estate Planning
- Portfolio Management
- Investment Strategies
- Business Planning
- Account Executives
- Financial Services
- Wholesale
- Mortgage Lending
- Finance
- Insurance
- Loans
- Relationship Management
- 401k Rollovers
- Personal Financial Planning
- IRAs
- Qualified Retirement Plans
- Retirement Plan Consulting
- Retirement Savings
- Wholesale Banking
- Wholesale Lending
- Wholesale Operations
- Home Equity Lines of Credit
- FINRA
Nicholas Toman Summary
- Nicholas Toman, based in Madison, WI, US, is currently a Director of Wealth Management at John F. Suby Wealth Management LLC. Nicholas Toman brings experience from previous roles at Empowered Financial Management, Trek Financial, U.S. Bank and Savant Capital Management. Nicholas Toman holds a 1987 - 1991 BBA in Accounting @ University of Wisconsin-Whitewater. With a robust skill set that includes Retirement Planning, Retirement, Wealth Management, Private Banking, Strategic Financial Planning and more. Nicholas Toman has 1 mobile phone numbers on RocketReach.
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Nicholas Toman
Director of Wealth Management
Madison, WI, US
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