George Toulson, CFA, CFP®
Director of Wealth Advisory Services
GEORGE TOULSON BIOGRAPHY
George joined Glass Jacobson as a Senior Wealth Advisor in October 2021. With over 25+ years of experience in financial services, he has provided comprehensive financial planning, investment and wealth management services to high-net-worth individuals, families, retirement plans, endowments, and foundations. George enjoys partnering with institutional clients to understand their investment goals, construct custom solutions, and manage their investments. George works with individuals and families in the areas of investments, retirement planning, tax and estate planning, and business succession planning to provide financial peace of mind. He truly appreciates the opportunity to protect families by building, managing, and transitioning wealth in optimal and tax-efficient ways based on an individual or family’s specific needs and desires.
George earned a bachelor’s degree in economics from Yale University (1994). He is a Chartered Financial Analyst and holds the Certified Financial Planner® designation.