Melanie Leal Ramirez serves as a Client Service Specialist. She joined Tobias Financial Advisors with the goal of helping clients and advisors work together to develop a complete, tailored strategy for their financial goals. She is dedicated to delivering top-notch service to our clients.
Prior to joining the team, Melanie oversaw business planning and operations for multiple financial advisors at a Fortune 500 Company. She has experience in developing retirement planning strategies and wealth management strategies.
Melanie obtained her Bachelor of Science in Finance from the University of South Florida. During her time at USF, she was an active member of the Corporate Mentor Program.
Melanie believes in continuous learning and is interested in leading projects that improve the client service experience. She also believes in embracing creativity and innovation.
Melanie was born and raised in South Florida. In her spare time, she enjoys outdoor activities like hiking, spending time at the beach, and traveling.