“I have always confidently juggled life’s challenges with an optimistic view, a comprehensive focus, and a high level of positive energy. Growing up in a big family and then having one of my own, I am well versed in problem solving. My clients appreciate my competency to transform the complex into the simple. I am instinctively relationship driven and pride myself on my ability to understand what is important to my clients and tailor our relationship to meet their needs.”
Toni Grimm joined TFC Financial Management in 2021. Toni works closely with a select group of the firm’s clients and their families, providing comprehensive financial planning advice and experienced guidance. She participates in the firm's financial planning and portfolio review process.
Prior to joining TFC Financial Management, Toni was the Director of Financial Planning, Divorce Planning and a Client Advisor at Sandy Cove Advisors, LLC, where she worked with high-net-worth individuals and families to develop and implement comprehensive financial and investment plans. She also provided direction relative to divorce planning, which included providing guidance and support prior to and following a divorce.
Toni’s previous experience also includes working as a Senior Sales Associate at BNY Mellon Wealth Management, which consisted of servicing clients and prospects, providing support to sales officers with high-net-worth clients, and analyzing prospect portfolios.
Toni received her Bachelor of Arts in Journalism from Lehigh University. Toni is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a CERTIFIED DIVORCE FINANCIAL ANALYST™. Toni is a member of the Boston Estate Planning Council and the Institute of Divorce Financial Analysts.
Toni lives in Hingham with her four children who are in various stages of going away to school. She enjoys the Cape in the summers and the occasional winter trip to Naples, Florida. Toni was a volunteer coach for Hingham Girls Youth Lacrosse for 10 + years. She is active with Big Sister Boston, currently a mentor to a Big Sister and serving on the Director’s Advisory Board.
