ADVISOR BIO

Monica Swasey is a financial professional with J.P. Morgan Securities LLC. Monica has been working in the financial services industry since August 2019 and is registered in Florida. Monica specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Monica Nicliceppe is a registered representative of Morgan Stanley with over 14 years of experience in the financial services industry. Monica has held various roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before joining Morgan Stanley. Monica is licensed to offer securities and investment advisory services in Delaware, Florida, Georgia, Texas, Washington and Wyoming. Monica also holds Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Monica Parish is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Monica has been in the financial services industry since January 2022, and has worked with several firms prior to joining Concurrent Investment Advisors, LLC. Monica holds a Series 65 license and has passed the SIE exam. Monica specializes in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, corporations, and pension and profit-sharing plans. Monica is registered in Florida and is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Monica Americano is a financial advisor with Morgan Stanley. Monica is based in Miami, FL. Monica is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and has been a licensed investment advisor representative for over 8 years. Monica's areas of expertise include portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Monica Belaval is a financial advisor registered with Citigroup Global Markets Inc. She is licensed in several states, including Florida, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wyoming. Monica Belaval has over 10 years of experience in the financial services industry. Her previous experience includes working at J.P. MORGAN SECURITIES LLC and Bank of America. Monica specializes in providing portfolio management for individuals and businesses, as well as financial planning and asset allocation advice.

SPECIALIZATIONS

ADVISOR BIO

Monica Amador Potts is a registered investment advisor with Citigroup Global Markets Inc.. Monica has been active in the industry since 2019 and has a strong track record of success. Monica holds several licenses and designations, including the Series 66, Series 7, and Series 6. Monica specializes in providing investment advice to individuals, businesses, and institutions. Monica is also registered to provide investment advice in all 50 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Monica Knudson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Monica holds the Series 7, Series 66 and SIE licenses and has been in the industry since May 4, 2016. Monica has a wide range of experience and provides a variety of services, including financial planning, portfolio management and pension consulting. Monica is registered to conduct business in 42 states.

SPECIALIZATIONS

ADVISOR BIO

Monica Villafuerte-moran is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Boca Raton, Florida. Monica is registered with both FINRA and the state of Florida, and holds the Series 66, Series 7TO, and SIE licenses. Monica has been active in the financial industry since July 15, 2019. Monica's specializations include investments, financial planning, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Monica Baldwin is an active Registered Representative and Investment Advisor Representative with Morgan Stanley. Monica is licensed to conduct business in all 50 states, the District of Columbia and Puerto Rico. Prior to joining Morgan Stanley, Monica worked at Edward Jones in St. Louis, MO. Monica has a total of 52 state registrations and is licensed to conduct business in both the broker-dealer and investment advisor capacity. Monica is a Series 6, 7, 63, and 66 licensed professional.

SPECIALIZATIONS

ADVISOR BIO

Monica Sotomayor is a financial advisor with over 18 years of experience in the industry. Monica holds the Series 7, Series 10, Series 9, Series 4, Series 24, Series 65, and Series 66 licenses, and is a registered representative with J.p. Morgan Securities LLC. Monica has previously worked at UBS FINANCIAL SERVICES INC., UBS INTERNATIONAL INC., and BANIF SECURITIES INC. Monica currently offers financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

SPECIALIZATIONS