Wealth Advisor, Market Leader
Senior Vice President
Tobias has specialized in serving the unique financial needs of high-net-worth and ultra-high-net-worth individuals and families for over 20 years. He provides leadership to our highly credentialed and experienced team of specialists in portfolio management, financial, estate, business sale and transition planning.
Tobias holds himself accountable to gain a deeper understanding of his client’s unique needs, wealth and aspirations. He takes a holistic approach to help identify their financial priorities through the process of developing a comprehensive plan to be monitored over time and tailored to align with the specific needs of each family across all generations. This process is not only supported by his team’s deep expertise, but also the highly attentive service and coordination of a full range of technical resources and capabilities to ensure the appropriate strategy is implemented for each family.
Tobias is a veteran of the United States Coast Guard and is an alumnus of Florida Southern College and Liberty University. Tobias lives in Central Florida with his wife and two children. He is a volunteer at The First Academy where his children attend school, as well as an active member of his church. Tobias also serves on the board of Advanced Center for Eye Care Global, a non-profit that develops eye care centers in under-served areas of the world.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Equal Housing Lender. Member FDIC. NMLS# 608046