Monica Sipes's Location
Texas, United States
Monica Sipes's Work
- Partner and Senior Wealth Advisor @ Exencial Wealth Advisors
- Financial Consultant @ ACT Wealth Management, LLC
- Financial Advisor @ New York Fitness
- Retirement Solutions Representative @ Fidelity Investments
Monica Sipes's Education
- Naveen Jindal School of Management, UT Dallas
BBS (Business Administration)
2005 - 2009
Monica Sipes's Skills
- Series 66
- Series 10
- Series 7
- Finance
- High Net Worth Individuals
Monica Sipes's Summary
Monica Sipes, based in Texas, United States, is currently a Partner and Senior Wealth Advisor at Exencial Wealth Advisors, bringing experience from previous roles at ACT Wealth Management, LLC, UBS and Fidelity Investments. Monica Sipes holds a 2005 - 2009 BBS in Business Administration @ Naveen Jindal School of Management, UT Dallas. With a robust skill set that includes Series 66, Series 10, Series 7, Finance, High Net Worth Individuals and more, Monica Sipes contributes valuable insights to the industry. Monica Sipes has 2 emails and 1 mobile phone number on RocketReach.
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