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Monica Piccininno, CWS®, CDFA

Monica Piccininno, CWS®, CDFA

Manager Financial Planning Operations & Planning Associate

Monica's journey in the financial services industry began in 1995, and she brings over 27 years of valuable experience to our financial planning team. With a background in client service roles for major U.S. financial institutions, Monica holds Series 6, 63, & 65 securities registrations. She has earned the Certified Wealth Strategist® designation from Cannon Financial Institute and is a Certified Divorce Financial Analyst. Over the past decade, Monica is an integral part of our practice, closely collaborating with Jason on all aspects of client planning and wealth management.

Beyond her professional dedication, Monica is a social individual who finds joy in getting together with friends and entertaining. Her diverse interests include baking, hiking, playing the piano, and gardening. A fascinating little-known fact about her is her love for amateur astronomy, often spending time with her telescope to explore the wonders of the night sky. Monica's multifaceted skills and vibrant personality greatly enrich our team.