Monica is a principal with Brown Advisory and a private client relationship advisor in the Strategic Advisory group. She has over 25 years of industry experience and is responsible for multiple relationships for high net worth clients. Previously, Monica was with Alex Brown & Sons, Inc. where she worked in their Private Client Group. Monica received her CTFA designation from the Cannon Financial Institute in 2005 and the CISP designation from the American Bankers Association, Institute of Certified Bankers in 2013. Monica is a notary public for the State of North Carolina and a member of the Durham Orange Estate Planning Council.

Community Involvement

  • Member: Durham Orange Estate Planning Council

Certifications

  • Notary Public: State of North Carolina
  • CTFA, (2005)
  • CISP, (2013)

Colleagues

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