As head of operations and client service for the Lehigh Valley team at NewEdge Wealth, Monica is dedicated to fostering strong, lasting relationships with clients. She serves as the primary point of contact for all service-related needs while optimizing team operations to enhance efficiency and client experience. Passionate about financial education, she is committed to equipping the next generation with the knowledge and tools needed for long-term financial success.
Monica brings extensive experience to her role, having previously worked as a Registered Client Service Associate at Morgan Stanley, where she managed client relationships and oversaw team operations. She also gained valuable industry as a Business Development Intern at J O Hambro Capital Management, where she analyzed market trends, prepared performance reports, and contributed to asset-raising initiatives.
A graduate of West Chester University, Monica earned a dual Bachelor of Science degree in Economics and Finance. During her time at WCU, she developed a strong passion for promoting financial literacy and actively participated in numerous philanthropic events with Dress for Success, helping underprivileged women prepare for professional success through clothing drives and mock interviews.
Monica is a FINRA Registered Representative, holding Series 7, 66, and PA Insurance licenses. Originally from Warminster, PA, she now resides in Philadelphia. Outside of the office, she enjoys practicing yoga, long-distance running, reading, and spending quality time with family and friends.
With her expertise, dedication, and client-focused approach, Monica plays a vital role in ensuring both operational excellence and meaningful client engagement at NewEdge.
Honors & Accolades*
Forbes Best-in-State Wealth Management Teams: 2024
*Forbes/Shook Best-in-State Wealth Management Teams ranking awarded in January 2024 based on March 31 data of the previous year. Neither Forbes nor SHOOK Research receive compensation in exchange for these rankings.