Toni Anderson is starting her professional career at Pearl Capital Management in a Client Relations Support role. A recent graduate of Arizona State University with a bachelor’s degree in finance, Toni is actively pursuing certification as a Certified Financial Planner®.

During her internship at BMO Private Wealth, Toni collaborated closely with the wealth management team. This experience allowed her to gain valuable insight in the financial services industry and opened her eyes to the world of financial planning and investing. After shadowing portfolio managers and financial advisors at BMO, Toni was certain that the path to becoming a CFP® was the right one for her.

Outside of her professional pursuits, Toni enjoys playing tennis, cooking, and caring for her plant collection. An artist at heart, Toni eagerly seizes any opportunity to showcase her creativity. When not busy with her hobbies, Toni values spending time with loved ones and friends.

Toni sees Pearl Capital as the perfect environment for her growth and learning as she continues along on her journey of becoming a Certified Financial Planner®. She is eager to continue building meaningful relationships, growing professionally, and contributing to the success of Pearl Capital Management and its clients.

Contact

Email: email@thepearlcapital.com