The Beacon Team

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Philip “Flip” O’Toole
Financial Advisor, CIMA®

Flip has been in the Financial Services Industry since 1999, the first 22 years with global asset management firms.  Most recently, he was a Senior Vice President at Amundi US.  Today, he works closely with business owners, executives and families to help them achieve their financial planning objectives and investment goals.

Further Information regarding our firm and its investment professionals can be found on Form ADV, Form CRS, And FINRA’s BrokerCheck.