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; at her previous firm, she held high-level roles including senior financial planner, financial advisor for MK Direct and first vice president, and was a core trainer for the Raymond James conversion training program. Monica is a CERTIFIED FINANCIAL PLANNER™ professional, is a Retirement Income Certified Professional, and has 16 years of experience in the financial services industry. She earned a B.S. in commerce and business administration from the University of Alabama in Tuscaloosa; 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. She’s also a fan of Indianapolis 500, Sprint Car and Silver Crown racing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.