Director of Client Experience
Monica is responsible for managing and enhancing all client relationship processes to ensure a premium client experience. She provides dedicated, concierge-level client service with a highly personalized touch. Monica specializes in client transition and account opening procedures, day-to-day expense management, wire, and electronic transfers, retirement withdrawals and plan consolidation, client reporting, and ongoing account servicing and management.
Prior to Amplius Wealth Advisors, Monica worked with The Liebman Marks Group at Merrill Lynch as a fully registered senior client associate from 2016 through 2021. Before Merrill Lynch, she was an account manager for a behavioral health and education staffing firm, managing new client relationships.
Monica grew up in Northeast Philadelphia, attending Nazareth Academy High School. She graduated with a bachelor’s degree in business from Lycoming College.
Monica lives in Huntingdon Valley, PA. Groomed by her father, Monica is passionate about Philadelphia sports and a diehard 76ers fan. She loves fitness and spin and being an aunt to her nephew and niece. She also enjoys cooking and getting creative in the kitchen, traveling to new places, and spending time with family and friends.