Monica Adams
I help High Net Worth Clients / Wealth Management / Financial Planning / Risk Assessment / Financial Modeling / Leadership / Training and Development / Research / Analyzing Market Trends
- Role
- Financial Planning Analyst at Heritage Wealth Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Monica Adams
Lived overseas in Quito, Ecuador for three years and two years in Barranquilla, Colombia. • Bilingual - fluent in Spanish leader who thrives on challenges, inspires and supports her team in many complex, multi-national environments. Do you need wealth management services for institutions, high net worth individuals and families? How can I help you reach your financial goals? Having worked for many years in financial services and more than a decade as a Fiduciary Officer, I understand how to answer these questions and implement best practices in all aspects of wealth management. Clients trust me and benefit from my ability to help them with their Wealth Management needs.* What Makes Me Different *- I care - I deliver - Attention to detail - My colleagues know that I go the extra mile - I share and develop training materials - Strong communication and interpersonal skills * Areas of Expertise * Understanding each client’s investment path Educating and developing colleagues Helping clients understand their wealth management needs and how to position themselves financially. Proven track record of strategic and operational excellence.* Next Step * Let’s connect, contact me!* Specialties include * Understanding high net worth clients requests and financial goals. Fiduciary and Wealth Management knowledge. • San Diego Opera Event Volunteer • TutorMate program, previously tutored for a first grade student in the state of California. • Previous volunteer at the San Diego Zoo as an Information Ambassador - 60+ hours a year. • San Diego Junior Achievement - Bowl-A-Thon fundraiser • In Oklahoma, I volunteered and fundraised with United Way, Junior Achievement, and Big Brothers Big Sisters. I was also part of an in-school pilot program for Girl Scouts in Oklahoma City Westwood Elementary. • Previous Board of Director member and Secretary of Club Bank of Oklahoma.
Experience
Financial Planning Analyst
Jul 2024 — Present · San Diego, CA, US
Education
Northern Trust
Certificate
Oklahoma State University
Bachelor of Science (B.S.)
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