Monica brings over fourteen years of financial industry experience and nine of those years with LPL systems and policies. She will oversee account opening, client onboarding, account transfers, and ongoing account maintenance and updates.
Monica's expertise in building relationships and problem-solving, combined with her positive outlook, makes her an immediate asset to our team. She'll work closely with you on all aspects of account management to provide a seamless experience.
Outside the office, Monica prioritizes family time with her son Zavian, enjoying museum visits and aquarium adventures. She and her husband are avid concertgoers and sports fans, and they adore their two Labradors, Nove and Avery. Her adventurous spirit has taken her to five different states, skydiving twice, and traveling internationally.