Monica began her financial services career in 2020. She earned a bachelor of business administration in finance from the University of Houston with a focus on risk management and insurance. Monica provides essential financial planning assistance for our local wealth management teams. She showcases her contributions by delivering uniform quality analyses for Mercer Advisors. Outside of the office, Monica enjoys taking in all that her native Houston has to offer. She loves to travel and relishes her time spent with family and friends, even the furry kinds.
Austin
901 S. MoPac Expy Barton Oaks Plaza 2, Suite 270 Austin, Texas 78746