George Toulson
Senior Wealth Advisor @Glass Jacobson Wealth Advisors
Washington, DC, US
EMAILS
g••••••••@glassjacobson.com
MOBILE NUMBERS
+13•••••••72
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WORK HISTORY
Oct 2021 — Present
Senior Wealth Advisor @Glass Jacobson Wealth Advisors
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Owings Mills, MD, US
EDUCATION
1990 — 1994
Yale University
Bachelor of Arts (B.A.)
SKILLS
Series 63Asset AllocationMutual FundsRetirement PlanningFinancial MarketsFinancial AnalysisFinancial PlanningAsset ManagementSeries 7Financial PlannersSeries 6Series 24Wealth ManagementFinancial ServicesEtfsFinancial AdvisoryInvestment AdvisoryRetirementBondsStrategic Financial PlanningPortfolio ManagementInvestmentsInvestment StrategiesPensionsSecuritiesInvestment ManagementSeries 65Relationship Management
ABOUT GEORGE TOULSON
With nearly 30 years of experience in financial services, George has provided financial…
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