Raymond James welcomes $347 million advisor duo in Las Vegas, Nevada
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Daniel Toll, CFP®, CRPC™, and Tahirih “T” Toll to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Casey McGee, Western assistant division director for RJFS.
As co-founders of Toll Wealth Management based in Las Vegas, Nevada, Daniel and T are joined by Senior Registered Client Associate Issac Preis, APMA®, CRPC™, and Registered Client Service Associate Jaden Tate. Together they provide big-picture financial planning and services to business owners, families, healthcare professionals, individuals and sudden wealth clients. The team arrives from RBC Capital Markets, where they previously managed approximately $347 million in client assets.
"Throughout my career, I’ve had the privilege of working closely with business owners, and it has long been a personal goal to establish my own investment practice. Partnering with Raymond James has made that vision a reality by offering the ideal blend of a comprehensive investment platform, enhanced technology, and a culture that empowers me to deliver a highly personalized, boutique experience for my clients," said Daniel.
Daniel graduated summa cum laude with a Bachelor of Science in finance from the University of Missouri. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He began his career at Merrill Lynch in 2007 before joining RBC Capital Markets in 2017, bringing 17 years of experience to his role as founder & CEO of the practice.
T has nearly 20 years of experience serving clients at Bank of America, Merrill Lynch and most recently RBC Capital Markets. Her professional expertise is backed by a bachelor’s degree in business management from the University of Redlands.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.64 trillion as of June 30, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Toll Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.