Greg Toy

Greg Toy currently serves as a Client Service Representative at 1st Global, a position held since June 2016, delivering client service to financial advisors. Previously, Greg worked at JPMorgan Chase & Co. as a Custody Middle Office Associate, where proactive service was provided to corporate clients. At Fidelity Investments, Greg excelled as a High Net Worth Client Representative, earning recognition for outstanding service and leadership within the team. Earlier roles at TD Ameritrade included a Mutual Fund Analyst and Broker/Client Service Representative, where client satisfaction and profitability were prioritized. Greg began a career in financial advising with AXA Advisors shortly before joining TD Ameritrade and holds a B.B.A. in General Business from the University of North Texas.