The O'Toole Group

449 Route 146
Clifton Park, NY 12065
(518) 383.8953
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Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
The O'Toole Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Michael O'Toole
Managing Director, Wealth Management Advisor
Financial Times "401 Top Retirement Plan Advisers", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Click here to learn more about advisor recognitions
About Us
Mission

offer advice and recommendations through Merrill's ERISA 3(21) fiduciary service, putting experience and knowledge to work for you to create investment strategies designed to fit your organization's needs and specific goals.

Meet Our Team
Michael O'Toole,

CIMA®, CKP®, CPFA™

Managing Director, Wealth Management Advisor
518.383.8953
Taylor E. Del Negro
Registered Wealth Management Client Associate
518.383.8958
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Russell J. Du Pont
Wealth Management Banking Specialist
Merrill
Timothy Thomas
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #480782
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.