Caitlin O'Toole

Caitlin O'Toole serves as a Client Advisor and Fiduciary at The O'Toole Group, where her primary responsibilities include coaching clients and leading classes as an instructor. Since beginning her career in the financial services industry in 2020, Caitlin has dedicated herself to helping clients understand and navigate their financial journeys.

She holds the Series 65 securities license, as well as a license for Life and Health Insurance, showcasing her commitment to providing comprehensive financial guidance. Caitlin's academic foundation includes both a bachelor's degree and a master's degree from the University of Florida, equipping her with a robust knowledge base to support her professional endeavors.

Caitlin’s experience and dedication make her an invaluable asset to The O'Toole Group and its clients.