Before joining Caprock, Monica was a part of the Grey Street Capital. With 20 years of financial industry experience, she began her career in Private Wealth at Goldman Sachs. Additionally, she worked at Merrill Lynch for 8 years. She has her Accredited Wealth Management Advisor (AWMA®) designation.
Her private wealth experience includes working with institutions, ultra-high net worth, and retail clients. She is responsible for providing clients with a high level of service.
