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