ADVISOR BIO

Monica Dawes is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Flint, MI. Monica is a seasoned professional with over 20 years of experience in the financial services industry. Monica has a strong track record of providing comprehensive financial planning and investment advice to individuals, families, and businesses. Monica is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Monica Magnuson is a financial advisor with RBC Capital Markets, LLC. Monica has been in the financial services industry since June 2019 and has been registered with the state of Minnesota since February 2021. Monica is also a registered investment advisor in Minnesota. Monica has passed the Series 66, Series 7TO, Series 9, Series 10 and SIE exams. Monica specializes in providing financial advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Monica Lynn Peterson is a registered representative with Stifel, Nicolaus & Company, Inc. Monica has been in the industry since June 13, 2000. Monica is licensed in multiple states and holds licenses for both securities and investment advisory services. Monica also provides financial planning services and works with clients of all types, including individuals, businesses, and charitable organizations.

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ADVISOR BIO

Monica Leister is a registered representative with Oppenheimer & Co. Inc. Monica has been in the financial industry since 2003. Monica is registered in multiple states. Monica offers financial planning, pension consulting, and portfolio management services. Monica has prior experience with Quasar Distributors, LLC. Monica has experience in the financial services industry since 2003.

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ADVISOR BIO

Monica Lucie Lowe is a registered representative with Goldman Sachs & Co. LLC. Monica has been in the industry since June 2004 and holds the Series 4, 7, 16 and SIE licenses. Monica specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Monica is located in New York, NY.

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ADVISOR BIO

Monica Oakley is a financial professional with experience in the securities industry. Monica has been registered with Stifel, Nicolaus & Company, Inc. since April 15, 2023. Monica is a licensed representative of Stifel, Nicolaus & Company, Inc. and is registered to provide investment advice. Monica has obtained several licenses in the financial services industry, including the Series 99TO and the SIE exam.

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ADVISOR BIO

Monica Pizano is a registered representative with Stifel, Nicolaus & Company, Inc. Monica has 15 years of experience in the securities industry. Monica holds Series 7, 66 and SIE licenses. Monica is registered to provide investment advice in 53 states and the District of Columbia. Monica has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Mack Investment Securities, Inc. Monica is also a notary and is affiliated with the American Association of Notaries.

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ADVISOR BIO

Monica Elizabeth Saucedo is an investment advisor representative with Invesco Advisers, Inc. Monica has been in the securities industry since December 15, 2003 and has been registered with Invesco Advisers, Inc. since January 1, 2010. Monica is registered in Texas as a both a securities and investment advisor representative. Monica has passed the Series 6, 7, 66, and SIE exams.

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ADVISOR BIO

Monica Sharma is a financial professional with over 9 years of experience in the industry. Monica is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 66 licenses. Monica is currently registered with Stifel, Nicolaus & Company, Inc. in Colorado and Texas and previously worked at CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Monica specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Monica Bucciarelli is an investment advisor representative at Townsquare Capital, LLC. Monica has been in the financial services industry since 2004 and is registered with the state of Utah and Louisiana. Monica has experience working with high net worth individuals, pooled investment vehicles, corporations, and other businesses. Monica holds a Chartered Financial Analyst designation. Monica has a strong background in portfolio management and has experience providing sub-advisory services, pension consulting, and selection of other advisors.

SPECIALIZATIONS