Margaret “Peggy” Curtis joined Tobias Financial Advisors in July 2008 and serves as one of two Client Account Administrators who will always greet you with a smile.
Peggy graduated from St. Petersburg College in Clearwater, Florida in 1993 with an Associates in Liberal Arts. Between 1997 to 2002 Peggy attended many certification trainings with various technical institutes and learning centers to obtain certifications in Microsoft Office and other accounting software. Peggy is responsible for client and administrative services and is a proven asset with her consistent customer service. Count on her to provide you with an extra copy of your statement or assistance with viewing your account(s) online.
Originally from Long Island, New York, Peggy has lived in Florida for over 30 years! Outside of work, she enjoys spending time with her family and dogs. Don’t hesitate to discuss the latest book you’ve been reading or a museum you’ve recently visited, as these are both hobbies that Peggy enjoys too.