About

 

An experienced financial copywriter

 

Hello. My name is Mary Toole. For more than two decades, I’ve helped leading financial firms accomplish their content goals. My clients include:

 

  • Fortune 500, Inc. 500, Inc. 5000, and Crain’s Fast 50 firms
  • LendIt FinTech award winners
  • Investment News Icons and Innovators
  • Barron’s Hall of Famers
  • CIO 100 award winners
  • Fortune World’s Most Admired Companies
  • Forbes America’s Most Trustworthy Financial Companies

 

Content is a vital component of successful sales and marketing strategies. Anytime you’re creating content or refreshing content and you need some asistance, get in touch. I’m happy to help. My copy is crisp, compelling, and compliance-friendly — and I deliver projects on time.

 

Contact me to learn more.

My ghost-written work has appeared in a variety of digital publications, including:

 

  • 401(k) Specialist
  • American Society of Pension Professionals & Actuaries (ASPPA) Journal
  • Bloomberg
  • Financial Advisor Magazine
  • Forbes
  • Journal of Pension Benefits
  • LinkedIn blogs
  • PlanSponsor Magazine
  • Plan Adviser
  • PSCA Defined Contribution Insights 

Mary Toole 

Company founder and President, Mary Toole has three decades of experience in the financial services industry.

Prior to starting Toole Bertz & Associates, Mary was Director of Education Communications for Strong Retirement Plan Services where she helped write, deliver, and evaluate Strong’s award-winning retirement education program, Investing At Work.

Before joining Strong, Mary spent a dozen years wholesaling investment products and services (mutual funds, annuities, unit investment trusts, exchange-traded funds, and sub-account management) to financial planners and advisors for Nuveen, Govett, and MFS.

My clients include:

AIG SunAmerica

Bank of the West

Baseline Partners

Carson Group Coaching

Lincoln Investment Planning

T. Rowe Price

United Capital Financial Partners

WealthVest Marketing

Wells Fargo Advisors

Yipit Data

 

my clients include:

AIG SunAmerica

Bank of the West

Baseline Partners

Carson Group Coaching

Lincoln Investment Planning

Maximum Impact Partners

Millenium Trust Company

Northwestern Mutual

NorthStar Securities

OTR Global

The Sequoia System

T. Rowe Price

United Capital Financial Partners

WealthVest Marketing

Wells Fargo Advisors

Yipit Data