About Us
Ellen O'Toole
Caitlin O'Toole
Ellen O'Toole
With over 35 years of experience in the financial services industry, Ellen leads the third generation family business at The O'Toole Group. She has been a speaker at national events and has been a Million Dollar Round Table qualifier. Using sophisticated approaches Ellen helps clients through the three distinct phases of wealth: accumul
With over 35 years of experience in the financial services industry, Ellen leads the third generation family business at The O'Toole Group. She has been a speaker at national events and has been a Million Dollar Round Table qualifier. Using sophisticated approaches Ellen helps clients through the three distinct phases of wealth: accumulation, distribution or retirement and wealth conservation. She teaches clients to position themselves so failure is not an option. Her greatest joy comes from time spent with Tim, her husband and their beautiful family.
Sean O'Toole
Caitlin O'Toole
Ellen O'Toole
Sean O’Toole has been in financial services for over 14 years. After several years at a large commercial bank, he joined Ellen at The O'Toole Group.
His planning philosophy has been one of risk management. Finding creative ways to protect and grow the assets of his clients has been his professional passion. He specializes in helping those
Sean O’Toole has been in financial services for over 14 years. After several years at a large commercial bank, he joined Ellen at The O'Toole Group.
His planning philosophy has been one of risk management. Finding creative ways to protect and grow the assets of his clients has been his professional passion. He specializes in helping those that desire safe stable returns that deliver solid growth but want to see their principle protected with as little risk as possible.
He is passionate about helping his clients maximize their income and assets and making sure that every piece of their financial portfolio works together efficiently. To see each client succeed in achieving their financial goals is what makes him most happy.
Sean graduated from Florida State University. He and his wife Leslie are raising their daughter in the same town they both grew up in. He enjoys going to the beach, spending summers and ski season in Montana and playing basketball.
Leslie O'Toole
Caitlin O'Toole
Caitlin O'Toole
Leslie is the administrative assistant for The O'Toole Group. Prior to becoming a mom and staying home full-time, Leslie had a career with a Fortune 500 telecommunications company as a Technical Project Manager. She received her Bachelor of Science in Communications from the University of Tennessee, Knoxville. Once her daughter began scho
Leslie is the administrative assistant for The O'Toole Group. Prior to becoming a mom and staying home full-time, Leslie had a career with a Fortune 500 telecommunications company as a Technical Project Manager. She received her Bachelor of Science in Communications from the University of Tennessee, Knoxville. Once her daughter began school, the timing felt right to join the family business and contribute to the excellent customer care that the clients are accustomed to. Leslie lives in Longwood with her husband, Sean, their daughter, Delaney, and their Great Pyrenees "Bo". She enjoys traveling with the family and running long distances.