Monica uses her expertise in financial planning to support financial advisors, providing thoughtful solutions to client issues. She joined Raymond James through the acquisition of Morgan Keegan in 2012.
She held high‐level roles including senior financial planner, financial advisor for MK Direct, first vice president, and core trainer for the Raymond James conversion training program. Monica is a Certified Financial Planner™ professional, a Retirement Income Charter Professional®, and has over 20 years of experience in the financial services industry. She earned a Bachelor of Science in commerce and business administration from the University of Alabama in Tuscaloosa.
She holds Series 6, 7, 63 and 65 licenses as well as life, health and variable annuity licenses; and is a member of the Financial Planning Association’s Mid‐South Chapter and the National Alumni Association of the University of Alabama. In her free time, she enjoys yoga, international travel, watching college football and listening to live music.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or accounting services.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.