Oil and Gas Lease Income Planning and Management
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Meadville Trust Division
999 South Main Street
Meadville, PA 16335
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Toni serves as a Financial Advisor in the Meadville, PA Investment and Trust office. She provides Investment and Trust Services as well as Account Administration for customers and prospects in Northwest’s Crawford County districts. She will also be responsible for educating the Bank’s retail and business staff on trust products and services including Personal Trust, Employee Benefits, and Investment Management.
Toni began her financial services career in 2005, working as a Financial Advisor for Bush Investment Group (Raymond James) in Meadville, PA. She was responsible for the retention and expansion of existing client relationships, as well as developing new client relationships in the areas of investment management services, employee benefit services, trust products and other financial and planning services.
Toni obtained her Bachelor of Science Degree in Marketing from Indiana University of Pennsylvania in 1993.
She went on to earn her Series 7, 63 and 65 Licenses and Life/Accident/Health and Long Term Care insurances requirements. Toni also received her CDFA (Certified Divorce Financial Analyst) certification in 2008.
Toni resides in Meadville with her son Antonio. Toni is very involved in her community, including service to Meadville Chamber of Commerce, Business and Professional Women’s Club and St. Mary of Grace Finance Council.
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