Sign In

George Toulson, CFA, CFP®

Senior Wealth Advisor at Glass Jacobson Financial Group

George Toulson, CFA, CFP®, brings over 25 years of experience in financial services, specializing in financial planning, investment, and wealth management for high net worth individuals, families, retirement plans, endowments, and foundations.

As a Senior Wealth Advisor at Glass Jacobson Financial Group, George focuses on investments, retirement planning, tax and estate planning, and business succession planning to ensure financial security for clients, tailor-making strategies to meet their specific needs and desires.

With a Bachelor of Arts (B.A.) in Economics from Yale University, George Toulson has a strong educational foundation to support his extensive practical experience in the financial industry. Throughout his career, he has held key roles in reputable financial institutions like Wick Capital Partners LLC, Legg Mason, and Vanguard, where he honed his skills and expertise in financial advisory, wealth management, and investment consultancy.

Glass Jacobson Financial Group, where George served as a Senior Wealth Advisor, offers comprehensive financial services including accounting, tax services, wealth management, investment advisory, financial planning, and business consulting tailored for high net worth individuals, families, business owners, and institutions.

George Toulson is dedicated to safeguarding and growing the wealth of his clients through optimal and tax-efficient strategies, providing them with peace of mind and financial security. His passion lies in protecting families by managing and transitioning their wealth effectively to meet their financial goals and aspirations.

George Toulson, CFA, CFP®
Add to my network

Location

Washington DC-Baltimore Area