Skip To Content

Allie Tobias

Allie Tobias is a Vice President and Senior Relationship Manager at Nation Choice Reserve Advisors (FCA) with over 5 years of industry experience. Allie is responsible for the administration of agencies, trusts, guardianships, and IRA accounts. Allie works closely with clients to understand their needs and implement fiduciary plans. She enjoys helping clients reach their financial goals and will collaborate with attorneys, accountants, and other outside advisors to provide a holistic approach to servicing her clients’ financial needs.

Before coming to FCA, Allie worked at Merrill Lynch Wealth Management as an Associate Financial Advisor. Most recently, Allie worked for Hawthorn, PNC Bank’s ultra-high net worth family office, as a Trust Advisor.  

Allie received a degree in Economics from Allegheny College and earned a Masters in Business Administration from Robert Morris University. She is expected to complete her Masters in Taxation from Robert Morris University in December 2021.

Allie serves on the Pauline Auberle Junior Board of Directors. In her free time, Allie enjoys traveling and spending time with her family. Allie lives in the South Hills of Pittsburgh with her boyfriend Will and their dogs Teddy and George. 

 

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.

Infinex and Nation Choice Reserve Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Not Guaranteed by the Bank. Note FDIC Insured. NOT A Deposit. Not Insured by a Federal Government Agency. May Lose Value including Loss of Principal.

 

 

VP/Senior Relationship Manager
Pittsburgh, PA
412-690-4590
Start Planning

The Journey to Confidence

Building confidence that you're making the right decisions on your financial journey is done one day at a time, one step at a time. Some days, we make great decisions and skip the extra meal out or do a little bit of extra research before deciding to apply for a loan. Other days we're less confident about where our money went or how it's working for us.

No matter what your financial picture looks like now, with the right partner beside you, your financial future can be bright. Let's get started together.