Monica Grubbs

Private Wealth Management Client Service Associate, Morgan Stanley

Role
Client Services Associate at Morgan Stanley
Location
Long Beach, CA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Monica Grubbs

Graduated Cum Laude from Texas Christian University with dual Bachelor of Business Administration degrees in Accounting and Finance, complemented by University Honors recognition. Achieved certifications in Microsoft Excel and PowerPoint, showcasing proficiency in essential business tools. Currently contributing to Morgan Stanley\'s Private Wealth Management division, The Shadden Group, by managing client interactions and supporting financial services. Motivated to deepen expertise in finance while pursuing Series 7 and 66 licenses, and committed to fostering strong professional connections.

Experience

  1. Client Services Associate

    Morgan Stanley

    Aug 2025 — Present · Long Beach, CA, US

    The Shadden Group

Education

  • TCU Neeley School of Business

    Bachelor of Business Administration - BBA, Accounting and Finance

  • Saint Anthony High School

    High School Diploma

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Monica Grubbs — Client Services Associate at Morgan Stanley in Long Beach, CA, US | Unifers