Monica Willis

Senior Client Service Coordinator

Phone: 205.208.8713
[email protected]

  • Auburn University in Montgomery, 2008
    Bachelor of Science, Business Administration

“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 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 two sons, Harrison and Knox. She graduated from Auburn University Montgomery with a Bachelor’s of Science in Business Administration. They are active members of Cedar Grove Baptist Church.

Favorite Drink

Pinot Noir

Sport Played in College


Favorite Food

Buffalo Wings