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About Charlie
Charlie Toole joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. He serves as a member of the firm's senior investment committee. An engineer by training, Mr. Toole has over 14 years of investment experience. He earned his Chartered Financial Analyst® (CFA®) designation in 2008 and his Certified Financial Planner® (CFP®) designation in 2011, and is a member of the CFA Institute and the Boston Securities Analysts Society.