Shakira F. Laguerre
Client Service Specialist
EDUCATION
Bachelor’s degree in business administration and management
Seminole State College
Associate’s degree in accounting
Broward College
SPEAKS
English
VALUES
Integrity and Compassion
INTERESTS
Basketball, Art, Gym
Shakira serves as a Client Service Specialist, where she supports clients by managing day-to-day account needs, processing transactions, and responding to client inquiries. She values building meaningful relationships and is committed to providing clear communication and resolving client requests efficiently.
Learn More About Shakira F. Laguerre
Shakira brings several years of experience in the financial services industry. Before joining Tobias Financial Advisors, she worked as a Registered Agent at Edward Jones, a Business Services Assistant at BB&T, and a Compliance Administrator at FBC Mortgage. She earned her degree in Business and Accounting and holds a FINRA Securities Industry Essentials (SIE) certification, providing her with a strong understanding of financial principles and operational processes.
Dedicated to ongoing professional growth, Shakira is particularly interested in deepening her knowledge of investment analysis and portfolio management. She enjoys researching market trends and economic developments to strengthen her understanding of the wealth management landscape.
“I believe excellent service starts with sincerity and integrity – qualities that foster collaboration and trust. When people with these values come together, they create an environment where meaningful relationships can grow.”
