Insight-based advice

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Philip F. Toohey, CIMA®, CPWA®

Senior Vice President–Wealth Management


Personal & Community

  • Golfers Charitable Association
  • Hibernian Society of Baltimore
  • Villanova University Lacrosse Alumni
  • Calvert Hall College of Baltimore Alumni Association
  • Married for 30+ years, residing in Lutherville, Maryland, two children.
Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MS
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Calvert Hall College High School
  • Master of Business Administration, Finance/Marketing, University of Baltimore
  • Bachelor of Science, Accounting, Villanova University
500 East Pratt Street
11th Floor
Baltimore, MD 21202

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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More than 160 years

offering financial advice

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A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

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