Tobin is a Financial Advisor at Montz Harcus Wealth Management and is currently pursuing his Certified Financial Planner designation (CFP®). He is a registered Investment Adviser Representative with Montz Harcus Wealth Management completing the qualifying Series 65 exam (Uniform Investment Adviser Law). He graduated from the University of Virginia in 2017 with a BA in History. After graduation, Tobin worked for Workday in Salt Lake City, UT and then in Charlotte, NC for Zenefits. His primary role at both companies was acquiring new clients as an Account Executive and guiding them through a successful implementation and customer journey.
Tobin was raised in Greenwich, CT and recently moved to New Orleans, LA, the hometown of his parents and extended family. In his spare time, Tobin likes to hunt, fish, and play golf.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
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