Toni Clark

Investment Advisor Representative

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Ms. Clark is a knowledgeable Financial Services Professional with over 35 years’ experience in banking, investments and insurance. She is dedicated to helping individuals, families and business owners obtain financial independence. She is a licensed financial professional to sell Life & Health and able to offer securities products to her clients.

Over the length and breath of her career Ms. Clark had impressive year -over year growth in premier institutions such as New York Life, MetLife, TD Ameritrade and JP Morgan Chase. Managing portfolios of 550 high net worth clients – she has acquired extensive new business deals and increased her employers’ bottom line. Currently, Toni Clark works diligently on building her financial practice at Fortis Lux Financial. Her goals are to exceed her client expectations by helping them to achieve their financial goals. Toni has a customize approach, she makes her recommendations tailored to her clients needs. Many of her clients have benefitted on a variety of protection and financial matters.

She has hosted seminars for seniors on affordable Life Insurance and Long-Tenn Care Insurance. She collaborates with Lawyers and Accountants to help families and business owners who need legal advice on Estate Planning. Ms. Clark attributes her effectiveness to reliable network of family, friends, clients, financial advisors, attorneys, accountants and Corporate Partners.

Toni Clark is a native New Yorker, born and raised in the Harlem Community. Toni is a graduate of Mary Mount Manhattan College with a degree in Finance. Toni’s free time has been spent in Harlem educating the community the importance of having a Financial Plan in place. She has done workshops for the Harlem Children’s Zone and St. Charles Borromeo Church and Mary Mount
Manhattan College.

She enjoys playing tennis year-round at various locations and spending time with her son and grandchildren. She is a member of St. Charles Church and active in several ministries. Ms. Clark is the secretary of the Holy Rosary Alter Society. She is a member of the St. Vincent De Paul Society working in the food pantry on Saturday’s and she is very active with St. Charles alums with organizing fund – raising events. Ms. Clark is also a Board Member of the St. Charles Condominium.