Monica Walsh

Senior Registered Client Service Associate

Direct: 201.291.5946

With nearly three decades of experience working in the financial services industry, Monica provides valuable support to clients and our financial advisors. She has expertise in a wide array of operational and administrative duties, including opening and managing client accounts, processing documents and generating reports. She also handles client requests, ensuring they receive prompt and attentive service to address their needs. The financial advisors and clients she works with appreciate her “service with a smile” attitude.

Monica was an associate at Paine Webber, where she held various department roles, working on special projects and service groups. While at UBS Financial Services for over 20 years, Monica excelled in many operational roles. Before joining Raymond James, Monica spent several years at a financial firm in the New York metropolitan area. At that firm she held both sales assistant and insurance liaison roles.

Monica graduated from St. Peter’s University with a bachelor’s degree in marketing. She holds Series 7, 63, New Jersey insurance, life and annuity licenses.

When she’s not in the office, Monica enjoys cooking, traveling and volunteering in her son’s high school’s music department. She and her husband, George, are proud parents of Mark, who is a trumpet player in the All-National Honor Ensemble. Originally from Jersey City, Monica and her family live in Verona, New Jersey.