Monica Smith

Monica Smith

Monica Smith

Administrative Assistant


EMAIL
monica@stratefiwealth.com


Monica is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.

Monica has 4 years of experience in the financial industry. Prior to joining LPL, she worked as a Client Account Services Associate for Present Zions Bancorporation. She enjoys working with advisors and their clients in her role on the Admin Solutions team.

Monica enjoys completing puzzles, attending concerts, and spending time with family. Her hobbies include running, watching sports and meditation. Monica has lived in in five different states and currently resides in Texas.

Admin Hours: 7:30am - 3:30pm

As your Administrative Assistant, I will partner with you on an ongoing basis to:

  • Develop a thorough understanding of your accounts
  • Provide answers on account activity, policies, and statements
  • Assist with any high priority escalated issues
  • Assist with questions surrounding the Account View tool


Jason Sherr

Jason Sherr

MANAGING PARTNER

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Merrick Minh Nguyen

Merrick Minh Nguyen

MANAGING PARTNER

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Kim Burdeaux–Neal

Kim Burdeaux–Neal

DIRECTOR OF CLIENT RELATIONS

VIEW BIO
Nadeen Seryani

Nadeen Seryani

SENIOR MARKETING CONSULTANT

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With you every step of the way on your path to financial independence

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