How can you pursue what matters most?

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
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • 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.

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
  • (410) 576-3229

Email Me

compass

A way forward

Multigenerational planning

Multigenerational planning

Retirement planning

Retirement planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

Insights