Monique Pressley, AIF®

Chief Client Administrative Officer
Client Services Manager
Senior Leadership Team

Monique Pressley, AIF® | Senior Leadership Team

“The service problems we solve for clients every day run from simple administration to complex implementation.

The best compliment we can get from a client is, 'Thank you for taking such good care of us.' "

Monique joined the firm in 2016 as a Senior Client Relationship Specialist and today manages the firm’s Client Services.  She is a member of the Senior Leadership Team and Operating Committee.

During her 20-year career in financial services, she has specialized in client services and relationship management at large financial institutions and mid-size investment advisory firms.

Monique serves on the firm’s senior leadership team and  wealth management team for all client engagements.

Monique Pressley | Background

Monique received her Bachelor of Science in Business Administration from Appalachian State University.  She has completed a CFP® Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNERTM designation and the completed the Chartered Financial Consultant® curriculum.

Monique Pressley | Professional Accreditation

  • Accredited Investment Fiduciary®
  • Investment Advisor Core Compliance Certificate
  • Series 65 Uniform Investment Advisor Law Examination

Monique Pressley | Education

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