Remote Client Concierge
Monica is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions. Monica has 4 years of experience in the financial industry.
Prior to joining LPL, she worked as a Client Account Services Associate for Present Zions Bancorporation. She enjoys working with advisors and their clients in her role on the Admin Solutions team.
Monica enjoys completing puzzles, attending concerts, and spending time with family. Her hobbies include running, watching sports and meditation. Monica has lived in in five different states and currently resides in Texas.