AeroLeads people directory · profile

Monica M. Garver, Cfp®, Aifa®, Cpa, Email & Phone Number

Senior Retirement Plan Advisor at Duncan Financial Group
Location: Greater Pittsburgh Region, United States, United States 12 work roles 1 school
1 work email found @mc-ws.com 4 phones found area 215 and 814 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 4 phones

Work email m****@mc-ws.com
Direct phone (215) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Duncan Financial Group
Role
Senior Retirement Plan Advisor
Location
Greater Pittsburgh Region, United States, United States
Company size
108 employees

Who is Monica M. Garver, Cfp®, Aifa®, Cpa,? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Monica M. Garver, Cfp®, Aifa®, Cpa, is listed as Senior Retirement Plan Advisor at Duncan Financial Group, a company with 108 employees, based in Greater Pittsburgh Region, United States, United States. AeroLeads shows a work email signal at mc-ws.com, phone signal with area code 215, 814, and a matched LinkedIn profile for Monica M. Garver, Cfp®, Aifa®, Cpa,.

Monica M. Garver, Cfp®, Aifa®, Cpa, previously worked as AIF® Designation Committee ("Scheme Commission") Member at Fi360 (Now Broadridge) and Member at Rpag Member. Monica M. Garver, Cfp®, Aifa®, Cpa, holds Bs In Accounting, Accounting from Duquesne University.

Company email context

Email format at Duncan Financial Group

This section adds company-level context without repeating Monica M. Garver, Cfp®, Aifa®, Cpa,'s masked contact details.

*@mc-ws.com
68% confidence

AeroLeads found 1 current-domain work email signal for Monica M. Garver, Cfp®, Aifa®, Cpa,. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Monica M. Garver, Cfp®, Aifa®, Cpa,

I am a Financial Strategist at McKinley Carter Wealth Services, Inc.

Current workplace

Monica M. Garver, Cfp®, Aifa®, Cpa,'s current company

Company context helps verify the profile and gives searchers a useful next step.

Duncan Financial Group
Duncan Financial Group
Senior Retirement Plan Advisor
Pittsburgh, PA, US
Website
duncangrp.com
Employees
108
AeroLeads page
Company profile
View company profile Email format
12 roles · 40 years

Monica M. Garver, Cfp®, Aifa®, Cpa, work experience

A career timeline built from the work history available for this profile.

Aif® Designation Committee ("Scheme Commission") Member

Current
Fi360 (Now Broadridge)

I was honored to be selected in 2022 for a position on the Scheme Commissions for the AIF® designation program. Scheme Commission Members meet regularly to review and make recommendations to all aspects of the certification scheme including the scope, requirements for initial and ongoing certification, Code of Ethics, Conduct Standards and criteria for.

Oct 2022 - Present

Member

Current
Rpag Member

Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent advisors inspired by an uncommon purpose: Serve the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology through the industry’s leading practice management platform. In doing so.

Jan 2021 - Present

Vice President / Senior Planner

Rtd Financial

Johnstown, Pennsylvania Area

Monica is a Vice President & Senior Planner at of RTD Financial and manages the Johnstown office. Working with clients in a comprehensive and holistic manner enables them to live a rich, rewarding and fulfilling life.Monica also works directly with business owners and executive staff to develop and monitor highly effective retirement programs for their.

Jul 2014 - Jul 2019

Investment Advisor

Primesolutions Advisors, Llc

Johnstown, PA

In today's economic landscape, wealth management requires a well-rounded and informed professional. For the past 20 plus years, I have guided my clients on their paths to financial success while watching their families grow and prosper along the way.

May 2000 - Jun 2014

Senior Vice President

International Planning Group

Greater Pittsburgh Area

VP in charge of tax research.

Jan 1999 - Mar 2000

Trust Officer

First Commonwealth Bank

Hired to form, manage and develop Trust department - Johnstown Region. Covered close to 80 bank branches in three counties.

1991 - 1998 ~7 yrs

Tax Manager

Deliotte, Haskins & Sells

Greater Pittsburgh Area

Executive Financial Planning Practice

Feb 1988 - 1991

Assistant Trust Officer

Bny Mellon

Greater Pittsburgh Area

Financial Planning for high net worth individuals and Mellon Bank executives.

1986 - Feb 1988

Staff Accountant

Coopers & Lybrand
Sep 1983 - Feb 1986
Team & coworkers

Colleagues at Duncan Financial Group

Other employees you can reach at duncangrp.com. View company contacts for 108 employees →

EK Elizabeth Kline Elizabeth Kline Colleague at Duncan Financial GroupGreater Pittsburgh Region, United States View → TM Terrence Mardell Terrence Mardell Colleague at Duncan Financial GroupIrwin, Pennsylvania, United States, United States View → MR Marcela Renwick Marcela Renwick Colleague at Duncan Financial GroupLawrenceville, Georgia, United States, United States View → EC Emily Craig Emily Craig Colleague at Duncan Financial GroupGreensburg, Pennsylvania, United States, United States View → MM Mary Mallilo Mary Mallilo Colleague at Duncan Financial GroupNew York City Metropolitan Area, United States View → DH Deanne Hutchens Deanne Hutchens Colleague at Duncan Financial GroupCanonsburg, Pennsylvania, United States, United States View → DD David Duncan, Cfp® David Duncan, Cfp® Colleague at Duncan Financial GroupIrwin, Pennsylvania, United States, United States View → RC Rick Canfield Rick Canfield Colleague at Duncan Financial GroupVerona, Pennsylvania, United States, United States View → MR Michelle Roberts Michelle Roberts Colleague at Duncan Financial GroupPittsburgh, Pennsylvania, United States, United States View → DS Doug Smith Doug Smith Colleague at Duncan Financial GroupIrwin, Pennsylvania, United States, United States View →
1 education record

Monica M. Garver, Cfp®, Aifa®, Cpa, education

FAQ

Frequently asked questions about Monica M. Garver, Cfp®, Aifa®, Cpa,

Quick answers generated from the profile data available on this page.

What company does Monica M. Garver, Cfp®, Aifa®, Cpa, work for?

Monica M. Garver, Cfp®, Aifa®, Cpa, works for Duncan Financial Group.

What is Monica M. Garver, Cfp®, Aifa®, Cpa,'s role at Duncan Financial Group?

Monica M. Garver, Cfp®, Aifa®, Cpa, is listed as Senior Retirement Plan Advisor at Duncan Financial Group.

What is Monica M. Garver, Cfp®, Aifa®, Cpa,'s email address?

AeroLeads has found 1 work email signal at @mc-ws.com for Monica M. Garver, Cfp®, Aifa®, Cpa, at Duncan Financial Group.

What is Monica M. Garver, Cfp®, Aifa®, Cpa,'s phone number?

AeroLeads has found 4 phone signal(s) with area code 215, 814 for Monica M. Garver, Cfp®, Aifa®, Cpa, at Duncan Financial Group.

Where is Monica M. Garver, Cfp®, Aifa®, Cpa, based?

Monica M. Garver, Cfp®, Aifa®, Cpa, is based in Greater Pittsburgh Region, United States, United States while working with Duncan Financial Group.

What companies has Monica M. Garver, Cfp®, Aifa®, Cpa, worked for?

Monica M. Garver, Cfp®, Aifa®, Cpa, has worked for Duncan Financial Group, Fi360 (Now Broadridge), Rpag Member, Mckinley Carter Wealth Services, and Rtd Financial.

Who are Monica M. Garver, Cfp®, Aifa®, Cpa,'s colleagues at Duncan Financial Group?

Monica M. Garver, Cfp®, Aifa®, Cpa,'s colleagues at Duncan Financial Group include Elizabeth Kline, Terrence Mardell, Marcela Renwick, Emily Craig, and Mary Mallilo.

How can I contact Monica M. Garver, Cfp®, Aifa®, Cpa,?

You can use AeroLeads to view verified contact signals for Monica M. Garver, Cfp®, Aifa®, Cpa, at Duncan Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Monica M. Garver, Cfp®, Aifa®, Cpa, attend?

Monica M. Garver, Cfp®, Aifa®, Cpa, holds Bs In Accounting, Accounting from Duquesne University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.