TOOLE BERTZ & ASSOCIATES

Communicating complex financial ideas clearly. 

(414) 453-0994     mary@marytoole.net      

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Mary Toole, President of Toole Bertz & Associates, is an award-winning financial writer. She has helped financial companies communicate complex ideas clearly for more than 25 years. Mary has worked with industry leaders to create:

 

 Concise digital copy

 Compelling commentaries

  Timely newsletters

  Powerful white papers

  Persuasive marketing collateral

Client recommendations:

» Mary's work for my publication has been exemplary. She has a can-do, enthusiastic attitude. Her copy is fresh, concise, accurate, and inviting. She's always on or ahead of schedule. She even helps me do a lot of the ground-work thinking and development planning with regard to her articles; an above-and-beyond effort for a financial writer,  in my view. I think of her as my secret weapon!

Senior Editor, American Century Perspectives

»  Mary Toole is a seasoned and versatile financial writer who is well versed in the world of financial communications. I have brought Mary on board for several important projects ranging from wealth management marketing brochures to financial training materials on advanced topics to leadership development. She is a highly competent financial writer and inspires confidence at the start of each project by asking the right questions, demonstrating her organizational skills as the project proceeds, and offering helpful suggestions along the way to fulfilling her assignments to a "T." Stakeholders and creative teams enjoy working with Mary, and often ask for her by name when their next project comes along.                             

Editorial Consultant, Northwestern Mutual

» Mary's work for my company is extremely solid. She works hard and is dependable and reliable. I enjoy working with Mary. She is personable, creative and makes herself an expert on whatever subject she is writing about. 

Senior Editor, OTR Global

» Mary possesses a combination of general financial industry knowledge and financial writing ability which she uses to create clear and concise marketing materials. Working with her is a pleasure—she is very accessible financial writer, has a great personality, and always meets her deadlines. 

Director, Iron Financial Companies

 

 

Mary Toole is an award-winning financial writer. She creates:

 

Digital  content

White papers

Marketing collateral

Newsletters

Investment commentaries

Economic commentaries

Market overviews 

Blogs  

Sales materials 

Training programs

Scripts and speeches 

Research reports

Press releases 

Corporate communications