“I think I bring really important thought leadership in terms of how we serve people through all of my previous mentors, and I’d like to bring that to financial services.”
From midwifery to the financial services industry, Fran’s journey has been nothing short of exciting. Driven by her passion for serving others, Fran knew she wanted to build her business on the foundation of inclusivity. In 2015, she founded Toler Financial Group, a firm focused on serving the needs of specific communities, which may include politically progressive, LGBTQIA+, and racial minorities. As a dedicated member of Cambridge’s Diversity, Equality, and Inclusion Advisory Council and the Cambridge LGBTQIA+ task force, Fran collaborates with council members to share awareness around diversity, inclusivity, and equality within the financial services industry and their respective communities. You don’t want to miss this special episode of Cambridge Stronger as Fran discusses her takeaways from the council, as well as the importance of her firm’s core values and how they relate to the clients she serves.
Tune into Episode 185: Opening Your Heart and Mind, to learn:
Don’t miss this special episode of Cambridge Stronger!
Fran Toler brings an abundance of business and life experience to her financial practice. She began in 2001 working with First Financial Group (Guardian Life Insurance) for 11 years, and then continued her success with Toler Financial Group under New York Life for three years before moving her growing firm to Cambridge Investment Research, Inc. in 2015.
She received her Master of Science in Financial Services in 2011. Earlier in her life she gained first hand business experience in accounting and small business management at the Women’s Community Bakery, and later in health care and non-profit management with the Washington Free Clinic. She graduated from midwifery school in 1992, and had a homebirth practice as a midwife (CPM) for 10 years. She received a BA from Williams College in 1984.
Fran grew up and raised her family just outside DC. She enjoys many outdoor activities, and founded a small grassroots environmental group, Friends of Dueling Creek. She is an avid naturalist, with a lifelong interest in medicine and the life sciences, and most days off find her out exploring the natural world.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Toler Financial Group and Cambridge are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.