Rosemarie Toole
Client Relations Associate
Rosemarie Toole
Client Relations Associate & Administrative Assistant
Rosemarie Toole brings a wealth of experience, professionalism, and heart to her role as Client Relations Associate and Administrative Assistant. Originally from New York, she earned dual degrees in Criminology and English Writing from Florida State University—a combination that reflects her sharp analytical thinking and strong communication skills.
Rosemarie spent 18 years in executive leadership with Target, where she developed deep expertise in operations, customer service, and team coordination. In 2010, she transitioned into the financial services industry, serving as a Virtual Administrator for an Office of Supervisory Jurisdiction (OSJ). It was in this role that she discovered her passion for delivering outstanding client care—making each interaction seamless, supportive, and centered on the client’s needs.
Today, Rosemarie plays a vital role in supporting our clients with timely, thoughtful service. Her organizational strength, warm demeanor, and client-first mindset make her an essential part of our team—and a trusted point of contact for the families we serve.
Outside the office, Rosemarie enjoys golfing, taking long walks, relaxing at the beach, and spending time outdoors. She’s a proud mom celebrating her daughter’s recent high school graduation and cherishing time with family and friends.