Greg Toy

Client Services Representative

Greg Toy is a client services representative at 1st Global, where he serves as a first point of contact to assist financial advisors, assistants and clients with various issues regarding their accounts and day-to-day operations. He began his career at 1st Global in 2016 and enjoys his role of being able to act as a liaison by working collaboratively across various internal departments to resolve complex issues and assist with identifying and implementing new processes and procedural improvements.

Greg received his Bachelor of Business Administration degree from the University of North Texas, and he was drawn to the financial services industry because of his desire to help others manage their financial securities and better understand their personal financing goals. Prior to 1st Global, he gained valuable industry experience as a financial advisor at AXA Advisors, a client services representative and omnibus mutual fund analyst at TD Ameritrade, a client services representative for high-net-worth clients at Fidelity Investments, and a global and domestic trade specialist in custody middle office operations at JP Morgan Chase. He has passed his FINRA Series 7 and 66 exams.