Client Service Manager
Monica joined Legacy One Financial Advisors in February 2018 as a Client Service Manager. She got started in the industry in 2013 in an Advisor’s office and developed her operations knowledge at Kestra Financial along with passing the FINRA Series 6, 7, 63 and insurance exams. With an acute attention to detail, Monica brings her extensive operational experience and fun attitude to Legacy One.
In 2011, Monica graduated from Texas A&M University. While there, she was a member of the Corps of Cadets and the Fightin’ Texas Aggie Band. In her spare time, Monica enjoys singing karaoke, reading, spending time with family and friends, cheering at sporting events, and taking her dog Orion out to run.