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Tobias Financial Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Tobias Financial Advisors is a financial services firm founded in 1980 and based in Plantation, Florida. It provides tailored wealth management and financial planning for affluent individuals and business owners, with a focus on proactive tax strategies and managing life transitions. The firm operates under fiduciary responsibility and a collaborative, team-based model to deliver integrated solutions that align with clients' broader financial goals and long-term legacy planning.
In March 2026, Tobias Financial Advisors announced promotions of Charles "Chad" NeSmith to Director of Investments and Matthew Hauptman to Wealth Planner, signaling ongoing growth. This development reflects the firm's emphasis on expanding its professional leadership.

Find Tobias Financial Advisors employees' phone numbers or email addresses

Tobias Financial Advisors Global Highlights

Location
Employees

North America
40

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  • United States Of America
    40

Tobias Financial Advisors's Leadership

  • Stylized image of a person
    M. C.
    Ceo And Certified Financial Planner™
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. E. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    President And Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. F.
    Founder & Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. N.
    Director Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Director Of Taxation
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. N.
    Operations Manager
    Phone icon
    Mobile Phone

Tobias Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Support
  • Finance
  • Legal
  • Other

Contact profiles from Tobias Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. F.
    Founder & Ceo
    Phone icon
    Mobile Phone
    United StatesTennessee
    Jun 27, 2026
  • Stylized image of a person
    E. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 30, 2026
  • Stylized image of a person
    M. C.
    Ceo And Certified Financial Planner™
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 26, 2026
  • Stylized image of a person
    M. S.
    President And Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 30, 2026
  • Stylized image of a person
    C. E. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jul 29, 2024
  • Stylized image of a person
    C. N.
    Director Of Investments
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 30, 2026
  • Stylized image of a person
    L. S.
    Director Of Taxation
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 30, 2026
  • Stylized image of a person
    R. N.
    Operations Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jul 01, 2026
  • Stylized image of a person
    M. L.
    Client Service Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    P. J.
    Senior Marketing Associate
    Phone icon
    Mobile Phone
    United States
    Mar 24, 2026

Frequently Asked Questions

What is Tobias Financial Advisors known for?

Minus sign iconPlus sign iconTobias Financial Advisors was founded in 1980 operates in the Financial Services industry. The company's main headquarters is located in 1000 South Pine Island Road #450 Plantation, Florida 33324 United States; you can contact the main corporate office by phone at
+1-954-424-****
. Explore Tobias Financial Advisors's company overview page for more information.

What is Tobias Financial Advisors's most common email format?

Minus sign iconPlus sign iconTobias Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tobias Financial Advisors email formats with LeadIQ.

How many employees does Tobias Financial Advisors have currently?

Minus sign iconPlus sign iconTobias Financial Advisors has approximately 30 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Tobias Financial Advisors's key employees and leadership?

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As of June 2026, Tobias Financial Advisors's key employees include:

  • Ceo And Certified Financial Planner™: M. C.
  • Chief Compliance Officer: E. C.
  • Chief Compliance Officer: C. E. C.
  • President And Certified Financial Planner™ Professional: M. S.
  • Founder & Ceo: D. F.

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