Zar Toolan, MBA

Zar Toolan, MBA is CEO of Archevia Advisors, a data and AI advisory firm serving wealthtech companies, financial planning firms and startups. Drawing on more than two decades of leadership in financial services, Toolan advises Fortune 500 organizations on AI strategy, enterprise transformation, data governance and responsible AI adoption.

In earlier roles, Toolan served as Chief Data & AI Officer and Head of Wealth Platforms at Edward Jones, where he built and led the enterprise data, AI, and knowledge management strategy and launched the firm’s first GenAI and Agentic AI capabilities. He also spent 13 years at Wells Fargo in a variety of executive leadership roles, including Managing Director and Head of Advice & Guidance. He also serves as an industry advocate, contributing to CFP Board Financial Advice and AI Working Groups and speaks frequently on wealthtech, financial planning, and artificial intelligence. Toolan holds multiple patents related to AI-powered advice and planning platforms and maintains FINRA Series 7, 24, and 99 licenses.

Before entering financial services, Toolan was a nuclear engineer overseeing reactor refueling for the U.S. Navy. He earned a B.S. in Mechanical Engineering from Columbia University and an MBA in Finance from the Raymond A. Mason School of Business at the College of William & Mary. Toolan serves as a trustee of the Fanconi Cancer Foundation and the William & Mary Business School Foundation.