Monica Rinaudo

Monica Rinaudo is a Client Services Associate at Wheeler Wealth Management, where she is instrumental in delivering a highly personalized, white-glove client experience. With more than 15 years of experience in the financial services industry, Monica brings exceptional precision, discretion, and care to every aspect of client service.

She began her career in Atlanta, Georgia, as a Commercial Credit Analyst and later advanced to a Corporate Loan Officer role with a large lending institution. This background provides Monica with a sophisticated understanding of complex financial structures and allows her to anticipate needs, manage details seamlessly, and ensure every client interaction reflects the firm’s uncompromising standards.

Monica holds a Bachelor’s Degree in Human Resources Management and Communications, from Valdosta State University. She is widely recognized for her meticulous attention to detail, calm professionalism, and unwavering commitment to excellence. Clients and colleagues alike value her ability to create an experience that is not only efficient and precise, but also thoughtful, reassuring, and distinctly personal.

Outside of work, Monica enjoys playing tennis, home decorating, and hands-on DIY projects. She resides in Louisville, Kentucky, with her husband, son, and two rescue dogs.