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Joan O'Toole

Joan O'Toole

Registered Client Service Specialist

Joan joined Belke Financial Group in 2000. Over the past 20 years, she has acquired a vast amount of knowledge to provide our clients with premier client service. She processes advisory paperwork, assists in managing daily client requests, and takes care of various other projects including state securities licenses, account rebalances, and data maintenance.

She holds FINRA Series 6 and Series 63 registrations with Woodbury Financial. In addition, she holds the following insurance licenses: Accident & Health, Life, Variable Life, Variable Annuity.

Joan loves spending time with family and friends, along with traveling and seeing new destinations. She has 3 dogs, 2 of which are certified therapy dogs. She has logged over 250 hours visiting nursing homes, assisted living locations, and various events with her dogs. She loves to garden and spend time in nature, walking her dogs or hiking with a group. She has practiced the discipline of Tai Chi and Qigong for almost 10 years. In 2022, she will be venturing into learning about herbal medicine.