Monica Willis

Client Service Coordinator

I feel very fortunate to have the opportunity to establish long-term relationships with our clients while helping them navigate all areas of their financial planning.”

Monica is essential to the Ware/Curles team.  She regularly resolves challenges and provides solutions to increase efficiencies that will result in increasing client satisfaction. Clients find Monica very helpful in accessing their accounts online, reviewing correspondence that they may have received, as well as general aspects of the client relationship.

Monica is married to Micah and they have one son, Harrison. She graduated from Auburn University Montgomery with a Bachelor’s of Science in Business Administration. They are active members of Cedar Grove Baptist Church.