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Monica Sipes, CFP®, CIMA

Senior Wealth Advisor

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Monica is a seasoned Senior Wealth Advisor and a recognized leader in the financial services industry. With over 13 years of experience, Monica's knowledge in serving corporate executives is matched only by her accolades as a Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA).

 

 Monica's commitment to excellence has earned her numerous distinctions, including being named a FORBES Best-In-State Wealth Advisor 1, a FORBES Top Women Wealth Advisor 2, and a FORBES Top Next-Gen Wealth Advisor 3. These recognitions underscore her dedication to delivering noteworthy service and value to her clients.*

 

Beyond her professional achievements, Monica is a devoted mother of two, Madison and Maddox, whom she cherishes above all else. Balancing her successful career with her family commitments, Monica understands firsthand the importance of prudent financial planning, and is passionate about helping educate the next generation. 

 

Passionate about personal wellness, Monica is a firm believer in the symbiotic relationship between physical health and financial well-being. Whether she's hitting the gym or enjoying outdoor activities, she believes maintaining a healthy lifestyle is paramount to sustaining mental acuity and achieving holistic success. 

 

Monica's reputation for integrity, diligence, and personalized client care precedes her. Armed with a deep understanding of wealth management intricacies, she empowers her clients to make informed decisions that align with their aspirations and long-term financial goals – to allow them to focus on what really matters. Monica's mission is simple yet profound: to guide her clients towards financial freedom and peace of mind, today and for generations to come.

1. ​FORBES Best-In-State Award: SOURCE: FORBES.COM (AWARDED APR 2024) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 6/30/22 - 6/30/23. Methodology 

2. FORBES Top Women Wealth Advisor: SOURCE: FORBES.COM (AWARDED FEB 2024) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 9/30/22 - 9/30/23. Methodology

3. FORBES Top Next-Gen Wealth Advisor: DATA PROVIDED BY SHOOK® RESEARCH, LLC. DATA AS OF 3/31/23 SOURCE: FORBES.COM (AUGUST, 2023). SHOOK CONSIDERED ADVISORS BORN IN 1984 OR LATER WITH A MINIMUM 4 YEARS AS AN ADVISOR. Methodology

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