Monica Serrano joined Tobias Financial Advisors in January 2020 as a Client Service Specialist. With more than 15 years of progressive experience supporting financial investment operations and client servicing areas, we are excited to have Monica on the team to continue our dedicated support to clients. Before joining Tobias Financial Advisors, Monica was with the Wealth Advisory Department at BDO, USA, a national assurance, tax and financial advisory firm.
Monica is a results-oriented leader with demonstrated expertise in leading financial client administration and operations teams. Monica is confident to recognize what it takes to exceed company objectives while promoting client satisfaction. Over the course of her career, she has cultivated the skills needed to improve processes, creatively solve problems, optimize time, and drive client retention. Additionally, her reputation for establishing strong internal and external relationships with staff, clients, industry professionals, senior management, and stakeholders promote transparent communication at all levels. Monica graduated from Miami Dade College in Miami, Florida, with a Bachelor of Science degree in Business Administration, Supervision and Management. Monica attends numerous certification trainings at the New York Institute of Finance and the South Florida American Institute of Banking.
Monica is originally from Bogota, Colombia. She has lived in South Florida since 1989 and has lived in Broward County for over 15 years.
In her spare time, Monica enjoys spending time with her husband and her two young adult children by traveling and discovering new places, cultures, architecture, and history.