CFP®, CDFA™, Senior Client AdvisorEmail Toni Grimm
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 during and following a divorce.
Toni’s previous experience also includes working as a Senior Sales Associate at Mellon Private Wealth Management, which consisted of servicing clients and prospects, providing sales 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 on a committee for the Boston Estate Planning Council and is a member of the Norfolk Plymouth Estate Planning Counsel, as well as the Institute of Divorce Financial Analysts.