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Brittany Toolsie

Brittany Toolsie, CFP®
Vice President Wealth Advisor Truist Bank

401 E Jackson St

20th Floor,

Tampa, FL 33602-5209

Brittany.Toolsie@truist.com

Phone 813-224-2526

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About me

Background

Brittany Toolsie is a Vice President and Wealth Advisor with SunTrust (now Truist) Bank. She serves a select number of high-net-worth families and offers a comprehensive wealth management experience with a team of credentialed specialists in financial planning, investments, credit, and estate strategies. With patience and an eye for detail, she evaluates critical aspects of each client's financial life so that she can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

Brittany has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ and she obtained her Bachelor’s degree in Finance, Master’s in International Business, Minor in Entrepreneurship, and a Global Management Certificate all condensed in four years at the University of Florida.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Finance; Minor in Entrepreneurship; Global Management Certificate
University of Florida
Master’s in International Business
University of Florida

Personal Interests

Brittany is a native of Boca Raton, FL, but has spent the past few years in Tampa. To serve the Tampa Bay community, Brittany is Chair of Community Foundation of Tampa Bay’s YPAN, Chair of Truist’s West FL Generations Teammate Network, serves on the Career Exploration Committee for Think Big For Kids, past Co-Chair of SunTrust’s West FL United Way Campaign, and founded SunTrust’s Teammate Advisory Council that worked with the Executive and Operating Councils.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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