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Monica Vadhera,

13850 Ballantyne Corporate Place, Charlotte, NC 28277View on Map

Description

Monica began her career in the financial services industry in 2004 and joined Merrill Lynch as a Financial Advisor in 2014. Monica is dedicated to working with affluent and high net worth individuals, their families and businesses to help them make informed decisions regarding their financial future.Monica has previously worked as a tax professional at Moore Stephens Frost ,the largest accounting firm in Arkansas. She also worked in the research and compliance area of retirement investor services with Principal Financial Group in Iowa. Her prior experience as a CPA helps her effectively communicate with clients? other trusted advisors, including their attorneys and CPAs.

Basic Details

  • Financial Planning
  • Financial Planning
  • 0 - 5 Years
  • 13850 Ballantyne Corporate Place
  • N/A

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