Margaret “Peggy” Curtis joined Tobias Financial Advisors in July 2008 and serves as a Client Account Administrator who will always greet you with a smile. She is also a Financial Paraplanner Qualified Professional™ (FPQP™) and completed a rigorous course of study, covering the complexities of basic financial planning topics and their real-life applications. She takes pride in ensuring that client service and administration is of high quality and uses her experience and expertise to support our advisors on day-to-day interactions with client requests.
Peggy graduated from St. Petersburg College in Clearwater, Florida in 1993 with an Associates in Liberal Arts. Between 1997 to 2002 Peggy attended many certification trainings with various technical institutes and learning centers to obtain certifications in Microsoft Office and other accounting software. Peggy is responsible for client and administrative services and is a proven asset with her consistent customer service.
Originally from Long Island, New York, Peggy has lived in Florida for over 30 years! Outside of work, she enjoys spending time with her family and dogs. Don’t hesitate to discuss the latest book you’ve been reading or a museum you’ve recently visited, as these are both hobbies that Peggy enjoys too.