Mary Morell joined Tobias Financial Advisors in August 2019 as our Administrative Assistant. She is responsible for providing administrative support to the team and plays an important role in communicating and coordinating with our clients. Given Mary’s extensive experience in a range of industries, working with high-net-worth clients, we look forward to her contributions to our administrative, operations, marketing and client experience initiatives. Her warm personality, paired with a smile, helps her build meaningful relationships with clients and colleagues alike.
Mary has 26 years of experience owning, managing, and selling several businesses for profit, including commercial storage/warehousing, FF&E, records management, and document destruction as well as commercial relocations for hospitals, universities, and large corporations. Recently, she worked at a law firm as a legal administrative assistant in downtown Fort Lauderdale. Mary is looking forward to a new opportunity for growth in our profession.
Born in Venezuela, Mary speaks fluent Spanish, allowing her to work with international clients. She is currently completing a degree in business administration.
Mary is a long-time South Florida resident and has three daughters, all of whom are now in college. During her free time, she enjoys running, golf, anything related to fitness, reading, traveling, the beach and promoting positivity wherever she goes.