Congratulations to Marianela for being featured in Weston Life magazine. In its May 2019 issue, Weston Life features a number of local moms and their impact on the community. Marianela was chosen [...]
Congratulations to our own Marianela Collado for being named an honoree for the Hispanic Women of Distinction award. Out of dozens of outstanding nominations, 12 women from Broward, Dade and Palm [...]
We love coming to work each day. We know that can be a rare thing to say, but for us at Tobias Financial Advisors, it’s true. Matt, our president and a senior financial advisor, talks about what [...]
We are happy to introduce you to the newest member of our team, Marnie Bourne, our Operations Associate. She will be working alongside the advisory, service, and operations teams to help us [...]
Professional growth and development for our employees is very important to us, which is why we are thrilled to announce that Yesenia Ramirez has been promoted to Financial Advisor! Yesenia joined [...]
Tobias Financial Advisors was featured in The New York Times article titled “‘Hurry Up and Get a Divorce’? For the Rich, There’s an Incentive.” You can read the full article here.
Tobias Financial Advisors is happy to welcome Catalina Franco-Cicero to our team. Catalina joins us as a financial advisor. She will be working strategically with clients to develop financial [...]
Join us in welcoming our newest Financial Advisor, Aaron Krasney. Aaron joined Tobias Financial Advisors in August and has hit the ground running. He began coursework to prepare for the CFP® exam [...]
Tobias Financial Advisors is happy to welcome Aimee Morfa to the team. Aimee is our Administrative Assistant, who brings over a decade of customer support experience to our firm. After working at [...]
Tobias Financial Advisors welcomes Edgar Collado as our new Chief Financial Officer (CFO) and Chief Operating Officer (COO). Edgar comes to us from Ingersoll Rand in Miami, Florida, where his [...]
