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Monica has been a dedicated professional in the financial services industry for several years, bringing her expertise to Raymond James in January 2016. With a client-first service attitude, she consistently provides knowledgeable support and personalized service to enhance our clients' investment experiences. Her tremendous work ethic and commitment to excellence make her an invaluable resource for our team.

Monica's career began at UBS, where she worked in the home office as a project administrator and held multifaceted roles in operations for 20 years. She then served as a registered sales assistant at David Lerner Associates for four years, where she earned her Series 7, 63, and Life & Annuity Insurance licenses.

Monica holds a bachelor's degree in marketing with a minor in economics from St Peter's University in Jersey City, New Jersey, where she grew up. She currently resides in Verona, New Jersey, with her husband George. Monica is also a proud mother to her son Mark, an actuary who resides in Boston. Outside of the office, Monica enjoys sharing her love of baking by creating amazing desserts for family and friends.