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Monica Brown profile image

Monica Brown

Financial Advisor at Osaic
Intro Book
Financial advisor specializing in retirement planning and financial planning.
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Location
Pasadena, Maryland, United States, US
Skills
  • Retirement Income Planning
  • Retirement Planning
  • Securities
  • Financial Planning
  • Retirement Income
  • Show all
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Bio

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Monica Brown is a seasoned financial advisor with 30 years of experience in retirement planning, financial planning, and securities. She holds advanced certifications from The American College and has a Master of Science degree in Financial Services. With a strong background in insurance and customer service, Monica educates clients on risk management, tax issues, and investment choices to achieve their long-term financial goals. She has worked with individuals, families, and small businesses, providing personalized advice on retirement income planning, financial planning, and investment strategies. Monica's expertise in the field has earned her recognition as a Retirement Income Certified Professional, Chartered Advisor in Senior Living, and Chartered Financial Consultant.

Credentials

  • Retirement Income Certified Professional
    The American College
    Jul, 2014
    - Jun, 2026
  • Chartered Advisor in Senior Living
    The American College, Bryn Mawr, PA
    Jan, 2007
    - Jun, 2026
  • Chartered Financial Consultant
    The American College, Bryn Mawr, PA
    Jan, 1996
    - Jun, 2026

Experience

  • Osaic
    • Financial Advisor
      • Mar 1994 - Present

      I work with individuals, families, and small businesses to pursue long term financial goals, particularly retirement planning. I strive to educate clients regarding risk, tax issues, investment choices, and income options in retirement. All recommendations are based on a client's objectives...

  • Farnes Insurance
    • Insurance Agent/Customer Service Rep
      • Jan 1987 - Mar 1994

      Initially hired as clerical help, I continually added skills and licenses. Answered calls from policy holders, explaining coverage and making any necessary policy changes. Took accident reports. Analyzed existing coverage, making recommendations for changes when necessary.

Education

  • 1992 - 1996
    The American College
  • 1987 - 1991
    University of Maryland College Park

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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