Monica is from the Fulton County, New York area and has one daughter and one grandson. She has several years of experience in both banking and investment sides of the financial services industry. She attended New Hampshire Technical Institute and began her career in the investment industry in 2000. Monica held key employee positions at two other investment firms before joining R. Paul Moroukian Wealth Management Group in 2008. Drawing on her excellent industry and client relationship skills, she oversees the day to day office and account operations, assists with regulatory compliance and is a key contact for clients with advanced questions, transactions, and account servicing requests. Monica holds both FINRA Series 7 and 63 licenses with LPL Financial. She also holds a Life, Accident and Health Insurance License and is a Notary Public. Please feel free to contact Monica with any operational questions regarding your account(s).