Monument Wealth Management Logo

Monument Wealth Management

Locations: 1940 Duke St 6100 Alexandria, Virginia 22314, US

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Cecelia Gilliam profile image
    Cecelia Gilliam img

    Client Experience Manager | MBA Candidate | On the front lines assisting high-net-worth clients.

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  • Emily Harper, CFP® profile image
    Emily Harper, CFP® img

    Partner, Monument Wealth Management | MBA, CFP® Professional | Resident Tax Expert

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  • Dean Catino, CFP®, CRPC®, CPWA® profile image
    Dean Catino, CFP®, CRPC®, CPWA® img

    President & Co-Founder at Monument Wealth Management

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  • Emilie Totten profile image
    Emilie Totten img

    3x CMO | FinServ | FinTech | Consultant | Advisor | Yogi

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  • Jessica Gibbs, CFP® profile image
    Jessica Gibbs, CFP® img

    Partner, Monument Wealth Management | Co-Host “Off the Wall” Podcast | Advocate for Women & Wealth

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  • Jessica Gibbs, CFP® profile image
    Jessica Gibbs, CFP® img

    Partner, Monument Wealth Management | Co-Host “Off the Wall” Podcast | Advocate for Women & Wealth

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