Monica White
About Monica White
Monica White serves as the Vice President of Wealth Management at UBS Financial Services Inc, where she has worked since 2009. She holds a BA in Economics from Boston College and an MBA in Finance from Southern Methodist University.
Work at UBS
Monica White has held the position of Vice President in Wealth Management at UBS Financial Services Inc since 2009. With over 15 years of experience in this role, she has contributed to the firm's wealth management services. Her responsibilities include providing financial advisory services to clients across various states. UBS monitors and retains her professional communications as part of their compliance and regulatory requirements.
Education and Expertise
Monica White earned her Bachelor of Arts in Economics from Boston College, where she studied from 1975 to 1979. She furthered her education by obtaining a Master of Business Administration in Finance from Southern Methodist University - Cox School of Business, completing her studies in 1987. Her educational background supports her expertise in wealth management and financial advisory services.
Previous Experience at Smith Barney
Before joining UBS, Monica White worked at Smith Barney as a Second Vice President from 2001 to 2009. During her eight years at Smith Barney, she gained significant experience in financial services, which laid the foundation for her current role at UBS. This experience contributed to her development in wealth management and client advisory.
Registered Financial Advisor
Monica White is registered to provide financial advisory services in 13 states, including major markets such as California, Texas, and Florida. This registration allows her to serve a diverse clientele and expand her reach in the financial advisory sector. Her ability to operate across multiple states enhances her professional capabilities in wealth management.
Location and Service Area
Monica White operates out of Dallas, Texas, where she provides wealth management services. Her location in a major financial hub allows her to connect with a broad range of clients and address their financial needs effectively. The Dallas market offers opportunities for growth and client engagement in wealth management.