Rachel Toscano

Rachel Toscano is an Investment Analyst at AGW Capital Advisors (ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC) in Tampa, FL, where she delivers comprehensive investment research and analysis to support portfolio management and client advisory functions. She is involved in portfolio construction and assists the investment team with due diligence, performance analysis, and the implementation of investment strategies tailored for institutional and high-net-worth clients.

Her expertise spans public equities, fixed income, and alternative investments, with a particular focus on multi-asset portfolios and pension consulting for both individual and institutional clients. Rachel's collaborative approach supports AGW's core service offerings, which include portfolio management, pension consulting, and adviser selection, ensuring that client needs are addressed with data-driven solutions.

Rachel holds a Bachelor's degree in Finance from The College of St. Scholastica and has completed additional finance coursework at the University of Roehampton in London as part of a study abroad program. She previously worked as a Certified Nursing Assistant at Benedictine Health System, bringing a unique perspective to her role as a financial analyst. She is also Series 65 certified and registered to provide investment advisory services in Florida.