As Vice President of Wealth Strategy, Monica is dedicated to ensuring our client’s goals are captured across their financial, tax and estate plans. As a Wealth Strategist, Monica assists in addressing many facets of multi-generational wealth including financial planning, wealth transfer planning, estate planning, tax planning & philanthropy. Passionate about financial education, she is committed to equipping the next generation with the knowledge and tools needed for long-term financial success.
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 prepare women for professional success through clothing drives and mock interviews.
Monica is a FINRA Registered Representative, holding Series 7, 66, and PA Insurance licenses. She is a CERTIFIED FINANCIAL PLANNER™ (CFP ®).
Originally from Bucks County, PA, she now resides in Philadelphia. Outside of the office, Monica enjoys practicing yoga, running, traveling 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.