Tobias Financial Advisors Announces Alex Nichols’ Promotion to Wealth Planner


Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Alex Nichols has been promoted to Wealth Planner!

Alex joined us in June 2021 as a Financial Planning Associate. Since then, she has committed herself to developing her skills and education. She is currently working toward earning her CERTIFIED FINANCIAL PLANNER™ professional certification. Alex is passionate about helping others and is committed to assisting our clients achieve their financial goals. She has been an invaluable member of our team, supporting client solutions and mentoring those coming up behind her. You can read more about Alex on her bio page here or her recent employee profile here.

We are always happy to see our team members grow in their roles, able to serve our clients better. And, we are excited for what the future holds for Alex!

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