Nationwide (866) 617-2900

20 years of financial services experience

Monique Pressley joined the firm in 2016 as a Senior Client Relationship Specialist and manages the firm’s Client Services. During her 20-year career in financial services, she has specialized in client relationship management at large financial institutions and mid-size investment advisory firms.

Education

  • New York University
    School of Professional Studies
    Postgraduate Diploma in Financial Planning
  • Bachelor of Science in Business Administration
    Appalachian State University

Monique has completed a CFP Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNER designation.

Professional Accreditation

During her career, Monique has earned the following professional designations:

  • Accredited Investment Fiduciary®
  • Investment Advisor Core Compliance Certificate

Focus

Our value proposition is built upon access to a long-standing, loyal and protective professional relationship that offers our clients the attention, experience, resources, and energy that financial life management requires. Personalized service is central to our business model.

There is a difference between being a customer and a client. Financial service customers access web-based automation designed to funnel them to pre-determined financial products oftentimes now referred to as “solutions,” and an 800 number to reach an automated customer support system or customer support call center.

By contrast, we serve our clients with the necessary investment of time, critical thought and educational explanations dedicated exclusively to analyses of their stories and situations. It is through this labor and resource-intensive process that our clients gain the understanding, clarity, insight and value they seek from their relationship with us.

Our firm is purpose-built to serve client engagements requiring skilled and experienced guides capable of reliable navigation through a whole-system approach to financial life management, investment management and retirement planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Hire a trusted team of board-certified financial professionals with breadth and depth-of-field, so you can focus on your life, not these jobs.

Speak with an advisor (866) 617-2900

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Your team will take the lead and free you to focus on the big-picture of your life.