Monique M.
Financial Advisor | Wealth Manager | Finance Manager | Certified Financial Planner
- Role
- First Vice President, Financial Planning Director at Morgan Stanley
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Monique M.
Throughout my career, I have earned a reputation as a visionary professional with strong people skills and extensive sales experience. I excel in financial planning and investment advisory services, enabling clients to achieve their goals. Known for my high emotional intelligence and teamwork, I effectively coordinate clients\' complex financial lives for long-term success. My ability to help clients make informed decisions and communicate with high net worth individuals is well-recognized. With a strong work ethic and a proven track record of delivering impactful solutions, I thrive in fast-paced environments and consistently meet challenging objectives.CFP®Series: 6, 7, 9, 10, 63, 66, SIELife Insurance License
Experience
First Vice President, Financial Planning Director
Jan 2023 — Present · San Jose, CA, US
Education
Golden Gate University
Master of Science - MS, Advanced Financial Planning - Financial Life Planning
University of California, Riverside
Bachelor of Science - BS, Business Administration
Foothill College
Associate of Science - AS, e-Commerce
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