Monique Smith

Monique has seven years of client service experience, having spent the past year in the retail industry. Her experience has refined her ability to build relationships, communicate effectively, and address client needs with professionalism and empathy, skills that seamlessly translate into the financial services environment. She is on track to complete her bachelor’s degree in Workplace Leadership, further enhancing her ability to support both clients and colleagues with strategic thinking, organization, and a team-oriented mindset. Outside of her professional life, she enjoys spending time with her daughter. Balancing the demands of parenthood and career development has instilled in her a deep sense of purpose, adaptability, and strong time management, qualities she brings to her role every day. With a passion for personal growth and a genuine interest in financial well-being, Monique is eager to learn, contribute, and grow alongside experienced professionals in the wealth management field.