Toni Taft

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#87

Forbes Best-In-State Wealth Advisors (2024)

Washington - High Net Worth

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

#20

Forbes Best-In-State Women Advisors (2024)

Washington

Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

#667

America's Top Women Advisors (2021)

Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

About Toni Taft

Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Toni is a 40+ year veteran of the financial services industry. She understands the importance of identifying goals and planning for the future. Her extensive experience throughout many market cycles has crystalized the importance of utilizing a comprehensive strategy focused on goals and proper asset management. By discussing what is important to her clients, including time horizon and risk tolerance, Toni helps her clients increase the likelihood of successfully reaching their goals.

An important aspect of investing is education, and Toni excels at helping her clients understand and structure their own investment plan.

Toni places great value in her own education and continues to expand and improve her knowledge base. She earned her Bachelor of Arts in Business and Economics from Western Washington University in 1987 and completed her Master of Science in Personal Financial Planning from the College for Financial Planning in 2015. With an emphasis on continuing education, Toni earned these certifications:

· CERTIFIED FINANCIAL PLANNER™

· Accredited Asset Management Specialist SM (AAMS®)

· Accredited Domestic Partnership Advisor (ADPA®).

To receive these certifications, Toni had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. In order to maintain these designations, Toni adheres to a professional code of ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Toni has been with Wells Fargo Advisors since 2000 following a distinguished career in banking. Toni has been recognized as a Platinum Council Advisor with Wells Fargo Advisors every year since 2011. In addition, Toni was selected as a 2021-2023 Forbes Best-In-State Wealth Advisor, 2022-2023 Forbes Best-In-State Top Women Wealth Advisor, 2020-2021 Forbes Top Women Wealth Advisor and 2023 Forbes Best-In-State Top Wealth Management Team. Toni has also been an invitee to the Barron's Top Women Advisors Summit each year since 2012.

Toni and her wife Janice were married in Victoria, B.C. in 2004 and have lived in Whatcom County since 1983. Both enjoy traveling to new locales and experiencing diverse cultures. In her free time, Toni enjoys watching Seattle Seahawks football games and playing golf.

My Experience

2000 - Present: Wells Fargo Advisors, Financial Advisor
1993 - 2000: Banc of America Investment Services, Registered Representative
1993 - 2000: Bank of America, VP & Branch Manager
1992 - 1993: Seafirst Bank, AVP & Branch Manager
1983 - 1992: Seafirst Bank, Personal Banking Officer

My Education & Credentials

Bachelor of Arts in Business and Economics - Western Washington University
Master of Science in Personal Financial Planning - College for Financial Planning
CERTIFIED FINANCIAL PLANNER ™
Accredited Asset Management Specialist SM (AAMS®)
Accredited Domestic Partnership Advisor SM (ADPA®)

My Community Involvement

Northwest Washington Estate Planning Council
National Association of Estate Planners & Councils Read Less

The description above is provided by Toni.

Toni Taft's Team Photo

The Forbes Best-In-State Wealth Management Teams, Forbes Best-In-State Wealth Advisors, Forbes Best-In-State Top Women Wealth Advisors, and Forbes Top Women Wealth Advisors ranking algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CA Insurance License Number: 0G92155. Resident State: WA

PM-02022025-5855140.1.1