Robert Toczylowski, CFP®

Rob has worked with clients for over 20 years to specifically tailor a financial plan that helps them to achieve their financial success. His focus is to truly understand what is important to them and their families and guide them on their journey. Rob has worked as a family advisor to assist his clients with the accumulation and distribution of their assets while ensuring the passing of their wealth to their legacy. Clients have valued his thoughtfulness and guidance and he is often seen as their partner and “First Call” for any financial questions. 

Rob currently holds both the Series 7 and 66 securities registrations through Woodbury Financial Services along with an insurance license in multiple states. After joining Woodbury Financial Rob has been recognized in the Eagle Circle of success from 2019-2021. 

Rob is a Maryland native and a graduate of the University of Maryland. He has spent the last decade raising his son and daughter with his wife in Sykesville, MD. He spends most of his free time attending the various events and sports to support his children. Rob also enjoys restoring historic Jeeps, hiking, fishing, and other outdoor activities. Rob is firm believer in giving back in his community. He spends time with various charities and volunteering opportunities within his church.  

The Woodbury Financial Services Eagle Circle of Success Award is based upon sales generated by advisors and
is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or
former clients.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.